The MONY Group
Industry: Insurance company
DescriptionFounded: 1997 Parent organization: AXA Financial
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The MONY Group Employees
Employee
Years
Job
Industry
Lorenzo Bowie, MHA/MBA Lorenzo Bowie, MHA/MBA's The MONY Group Experience 1997 - 2002
Job Financial Representative at AIG
Industry Financial Services
Experience
AIG Financial Network May 2014 - Present
Insurance Benefits Connection August 2011 - Present
Greater Bell Zion Missionary Baptist Church May 2006 - Present
Oncology Consultants May 2013 - March 2014
Quail Valley Family Dental January 2013 - May 2013
MGMA 2012 - 2013
Upsilon Phi Delta National Honor Society 2012 - 2013
La Marque Independent School District February 2010 - February 2012
The MONY Group 1997 - 2002
Mutual of Omaha 1992 - 1997
Skills
Public Speaking, Microsoft Office, Strategic Planning, Insurance, Customer Service, Microsoft Excel, PowerPoint, Health Insurance, Team Building, Microsoft Word, Medicare, Practice Management, Healthcare Management, Management, Policy, Data Analysis, Outlook, Nonprofits, Hospitals, Leadership, Marketing, Team Leadership, Coaching, Data Entry, Access, Healthcare, Physician Relations, HIPAA, Healthcare Consulting, EMR, Revenue Cycle, Physicians, EHR, Managed Care
Education
University of Houston-Clear Lake 2009 — 2013
Master of Healthcare Administration/MBA, Business Administration / Healthcare Administration
University of Houston-Clear Lake 2006 — 2008
Bachelor of Science, Business
AIG Financial Network May 2014 - Present
Insurance Benefits Connection August 2011 - Present
Greater Bell Zion Missionary Baptist Church May 2006 - Present
Oncology Consultants May 2013 - March 2014
Quail Valley Family Dental January 2013 - May 2013
MGMA 2012 - 2013
Upsilon Phi Delta National Honor Society 2012 - 2013
La Marque Independent School District February 2010 - February 2012
The MONY Group 1997 - 2002
Mutual of Omaha 1992 - 1997
Skills
Public Speaking, Microsoft Office, Strategic Planning, Insurance, Customer Service, Microsoft Excel, PowerPoint, Health Insurance, Team Building, Microsoft Word, Medicare, Practice Management, Healthcare Management, Management, Policy, Data Analysis, Outlook, Nonprofits, Hospitals, Leadership, Marketing, Team Leadership, Coaching, Data Entry, Access, Healthcare, Physician Relations, HIPAA, Healthcare Consulting, EMR, Revenue Cycle, Physicians, EHR, Managed Care
Education
University of Houston-Clear Lake 2009 — 2013
Master of Healthcare Administration/MBA, Business Administration / Healthcare Administration
University of Houston-Clear Lake 2006 — 2008
Bachelor of Science, Business
Janet Trompert Janet Trompert's The MONY Group Experience 1980 - 1985
Job CEO at Talent101, Inc.
Industry Information Technology and Services
Experience
Talent101, Inc July 2007 - Present
Shelton School August 2003 - July 2012
Impact Innovation February 2000 - July 2001
Metro Information Services January 1986 - December 1999
The MONY Group 1980 - 1985
Skills
Recruiting, Temporary Placement, Management, Technical Recruiting, Training, Team Building, New Business Development, Process Improvement, Talent Acquisition, Staffing Services, Program Management, Staff Augmentation, Vendor Management, Operations Management, Human Resources, CRM, Information Technology, Project Planning, Business Analysis, Project Management, Leadership, Management Consulting, Consulting, Integration
Education
Villanova University 1977 — 1979
M.S. Computer Science, Information Technology
Susquehanna University 1970 — 1974
B.A. Mathematics, Mathematics
Brien McMahon High School
Talent101, Inc July 2007 - Present
Shelton School August 2003 - July 2012
Impact Innovation February 2000 - July 2001
Metro Information Services January 1986 - December 1999
The MONY Group 1980 - 1985
Skills
Recruiting, Temporary Placement, Management, Technical Recruiting, Training, Team Building, New Business Development, Process Improvement, Talent Acquisition, Staffing Services, Program Management, Staff Augmentation, Vendor Management, Operations Management, Human Resources, CRM, Information Technology, Project Planning, Business Analysis, Project Management, Leadership, Management Consulting, Consulting, Integration
Education
Villanova University 1977 — 1979
M.S. Computer Science, Information Technology
Susquehanna University 1970 — 1974
B.A. Mathematics, Mathematics
Brien McMahon High School
Alan Fung Alan Fung's The MONY Group Experience April 2002 - April 2003
Job Technical Architect, Infrastructure Operations at BioMarin Pharmaceutical Inc.
Industry Biotechnology
Experience
BioMarin Pharmaceutical Inc. March 2013 - Present
BioMarin 2004 - Present
BioMarin Pharmaceutical February 2004 - March 2013
Spherion\Genetech July 2003 - September 2003
The MONY Group April 2002 - April 2003
Skills
Active Directory, VMware ESX, Data Center, Validation, Microsoft SQL Server, Microsoft Exchange, Servers, EMC Storage, Citrix, Hyper-V, IT Management, 21 CFR Part 11, Document Management, Biotechnology, Vendor Management, Computer System..., Troubleshooting, Infrastructure, Network Administration, Cisco Technologies, vSphere, Networking, Storage, System Deployment, HP, Windows
Education
University of California, Davis 1996 — 2001
BioMarin Pharmaceutical Inc. March 2013 - Present
BioMarin 2004 - Present
BioMarin Pharmaceutical February 2004 - March 2013
Spherion\Genetech July 2003 - September 2003
The MONY Group April 2002 - April 2003
Skills
Active Directory, VMware ESX, Data Center, Validation, Microsoft SQL Server, Microsoft Exchange, Servers, EMC Storage, Citrix, Hyper-V, IT Management, 21 CFR Part 11, Document Management, Biotechnology, Vendor Management, Computer System..., Troubleshooting, Infrastructure, Network Administration, Cisco Technologies, vSphere, Networking, Storage, System Deployment, HP, Windows
Education
University of California, Davis 1996 — 2001
Jim Lambdin, LUTC Jim Lambdin, LUTC's The MONY Group Experience August 1990 - April 1995
Job Retirement Planning, Safe Investment, No Fees, Reasonable Rate of Return
Industry Financial Services
Experience
Envision LTC, Inc January 2005 - Present
LTC Planners, Inc 1990 - Present
Genworth Financial January 1995 - December 2013
Genworth Financial 2006 - 2011
Genworth Financial 1995 - 2006
The MONY Group August 1990 - April 1995
Images Laboratories LTD March 1977 - September 1988
United Airlines June 1968 - April 1978
Skills
Platinum District Leader, Insurance, Long Term Care, Health, Health Insurance, Sales Management, Negotiation, Coaching, Change Management, Disability Insurance, Small Business, Operations Management, Annuities, Customer Relations, Customer Service, Six Sigma, Team Building, Excel, Compliance, Retirement, Microsoft Office, Problem Solving, New Business Development, Long-term Care, Fixed Annuities, Recruiting, Management, Strategic Financial..., Life Insurance, Leadership, Program Management, Sales, Term Life Insurance, Business Planning, Long Term Care Insurance, Microsoft Excel, Medicare, 401k
Education
University of Colorado Boulder - Leeds School of Business 1968 — 1972
BA, Management
Envision LTC, Inc January 2005 - Present
LTC Planners, Inc 1990 - Present
Genworth Financial January 1995 - December 2013
Genworth Financial 2006 - 2011
Genworth Financial 1995 - 2006
The MONY Group August 1990 - April 1995
Images Laboratories LTD March 1977 - September 1988
United Airlines June 1968 - April 1978
Skills
Platinum District Leader, Insurance, Long Term Care, Health, Health Insurance, Sales Management, Negotiation, Coaching, Change Management, Disability Insurance, Small Business, Operations Management, Annuities, Customer Relations, Customer Service, Six Sigma, Team Building, Excel, Compliance, Retirement, Microsoft Office, Problem Solving, New Business Development, Long-term Care, Fixed Annuities, Recruiting, Management, Strategic Financial..., Life Insurance, Leadership, Program Management, Sales, Term Life Insurance, Business Planning, Long Term Care Insurance, Microsoft Excel, Medicare, 401k
Education
University of Colorado Boulder - Leeds School of Business 1968 — 1972
BA, Management
Mary Carol Ceselsky Mary Carol Ceselsky's The MONY Group Experience 2000 - 2001
Job Partner at Tavenner Financial
Industry Financial Services
Experience
Tavenner Financial July 2013 - Present
Tavenner Financial January 2013 - Present
PSI, Inc. August 2012 - December 2013
BottomLine Growth Strategies, Inc. 2012 - 2013
Baltimore Youth Hockey Club 2009 - 2013
Bluestone Financial Advisors, LLC 2001 - August 2012
The MONY Group 2000 - 2001
Integrated Health Services 1997 - 2000
Haas Tailoring 1994 - 1995
Skills
Insurance, Strategic Planning, Process Improvement, Retirement Planning, Business Strategy, Operations Management, Business Planning, Employee Benefits, Business Process..., Underwriting, Management, Management Consulting, Team Leadership, New Business Development, Marketing, Strategic Financial..., Risk Management, Program Management, Investments, Financial Planning
Education
Towson University 1990 — 1993
Bachelor's degree, Finance, General
IHM 1975 — 1983
Tavenner Financial July 2013 - Present
Tavenner Financial January 2013 - Present
PSI, Inc. August 2012 - December 2013
BottomLine Growth Strategies, Inc. 2012 - 2013
Baltimore Youth Hockey Club 2009 - 2013
Bluestone Financial Advisors, LLC 2001 - August 2012
The MONY Group 2000 - 2001
Integrated Health Services 1997 - 2000
Haas Tailoring 1994 - 1995
Skills
Insurance, Strategic Planning, Process Improvement, Retirement Planning, Business Strategy, Operations Management, Business Planning, Employee Benefits, Business Process..., Underwriting, Management, Management Consulting, Team Leadership, New Business Development, Marketing, Strategic Financial..., Risk Management, Program Management, Investments, Financial Planning
Education
Towson University 1990 — 1993
Bachelor's degree, Finance, General
IHM 1975 — 1983
Susan Fraysse Russ Susan Fraysse Russ's The MONY Group Experience July 1992 - February 1998
Job Senior Vice President Communications at MPA The Association of Magazine Media
Industry Publishing
Experience
MPA - The Association of Magazine Media March 2015 - Present
Reader's Digest July 2000 - March 2015
Mellon Investor Services February 1998 - July 2000
The MONY Group July 1992 - February 1998
Turner Broadcasting July 1991 - July 1992
MTV Networks 1990 - 1990
Skills
Media Relations, Advertising, Content Development, Content Strategy, Copy Editing, Copywriting, Corporate Communications, Crisis Communications, Editing, Editorial, Event Management, Event Planning, Internal Communications, Marketing, Marketing Communications, Marketing Strategy, Newsletters, Press Releases, Public Relations, Publishing, Social Media, Strategic Communications, Strategic Partnerships, Strategy, Direct Marketing, Integrated Marketing
Education
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1991
Holy Angels 1983 — 1987
MPA - The Association of Magazine Media March 2015 - Present
Reader's Digest July 2000 - March 2015
Mellon Investor Services February 1998 - July 2000
The MONY Group July 1992 - February 1998
Turner Broadcasting July 1991 - July 1992
MTV Networks 1990 - 1990
Skills
Media Relations, Advertising, Content Development, Content Strategy, Copy Editing, Copywriting, Corporate Communications, Crisis Communications, Editing, Editorial, Event Management, Event Planning, Internal Communications, Marketing, Marketing Communications, Marketing Strategy, Newsletters, Press Releases, Public Relations, Publishing, Social Media, Strategic Communications, Strategic Partnerships, Strategy, Direct Marketing, Integrated Marketing
Education
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1991
Holy Angels 1983 — 1987
Lawrence Adkins, ChFC's The MONY Group Experience July 1992 - September 1999
Job Managing Partner
Industry Financial Services
Experience
Penn Mutual June 2015 - Present
AXA Advisors July 2013 - September 2014
MetLife September 2007 - July 2013
MetLife September 1999 - September 2007
The MONY Group July 1992 - September 1999
Skills
Leadership, Strategic Planning, Investments, Leadership Development..., Project Management, Project Planning, Financial Analysis, Coaching, Communication Skills, Account Management, Employee Benefits, FINRA, Finance, Financial Services, Fixed Annuities, Insurance, Life Insurance, Marketing, Marketing Strategy, Retirement Planning, Risk Management, Sales, Securities, Training
Education
University of Central Florida 1987 — 1991
Bachelor's Degree, Public Relations, Advertising, and Applied Communication
Penn Mutual June 2015 - Present
AXA Advisors July 2013 - September 2014
MetLife September 2007 - July 2013
MetLife September 1999 - September 2007
The MONY Group July 1992 - September 1999
Skills
Leadership, Strategic Planning, Investments, Leadership Development..., Project Management, Project Planning, Financial Analysis, Coaching, Communication Skills, Account Management, Employee Benefits, FINRA, Finance, Financial Services, Fixed Annuities, Insurance, Life Insurance, Marketing, Marketing Strategy, Retirement Planning, Risk Management, Sales, Securities, Training
Education
University of Central Florida 1987 — 1991
Bachelor's Degree, Public Relations, Advertising, and Applied Communication
Gina Corso Gina Corso's The MONY Group Experience 1999 - 2001
Job Designer
Industry Design
Experience
Eye for Detail October 2003 - Present
Eye for Detail March 1989 - Present
Eye for Detail 1988 - Present
The Mony Group 1999 - 2001
Vista Enviromental Information 1991 - 1994
Nordstrom 1982 - 1985
Skills
Creative Direction, New Business Development, Business Consultant and..., Sales ans Marketing..., Product Development, Brand Development, Online Marketing, Social Media Marketing, Entrepreneurship, Public Relations, Event Planning, Public Speaking, Graphic Design, Fundraising, Advertising, Acting, Voice Over, Modeling, Social Media, Creative Writing, Customer Service, Fashion, Interior Design, Home Staging, Personal Image..., Marketing, Real Estate Staging, Email Marketing
Education
Pierce College, UCSD, Mira Costa 1974 — 2011
n/a, Designer/Sales and Marketing/Producer
The Art Institute of Salt Lake City 1981 — 1983
Interior Design
Chatsworth High School
Eye for Detail October 2003 - Present
Eye for Detail March 1989 - Present
Eye for Detail 1988 - Present
The Mony Group 1999 - 2001
Vista Enviromental Information 1991 - 1994
Nordstrom 1982 - 1985
Skills
Creative Direction, New Business Development, Business Consultant and..., Sales ans Marketing..., Product Development, Brand Development, Online Marketing, Social Media Marketing, Entrepreneurship, Public Relations, Event Planning, Public Speaking, Graphic Design, Fundraising, Advertising, Acting, Voice Over, Modeling, Social Media, Creative Writing, Customer Service, Fashion, Interior Design, Home Staging, Personal Image..., Marketing, Real Estate Staging, Email Marketing
Education
Pierce College, UCSD, Mira Costa 1974 — 2011
n/a, Designer/Sales and Marketing/Producer
The Art Institute of Salt Lake City 1981 — 1983
Interior Design
Chatsworth High School
Kathy Nemer Kathy Nemer's The MONY Group Experience 1992 - 2004
Job Client Manager at The KNW Group
Industry Financial Services
Experience
The KNW Group September 2014 - Present
DS&B Financial Services LLC September 2004 - September 2014
Delamater & Associates September 1992 - September 2004
The MONY Group 1992 - 2004
Skills
QuickBooks, Microsoft Excel, Accounts Receivable, Accounts Payable, Employee Benefits, Accounting, Tax, Financial Reporting, Financial Statements, Financial Analysis, Insurance, Life Insurance, Retirement Planning, Retirement, 401k, Outlook, Strategic Financial..., Small Business
Education
University of Wisconsin-River Falls 2005 — 2011
Master, Business Administration
University of Minnesota-Twin Cities 1979 — 1985
BS, Education
Wright State University 1976 — 1978
working toward BA in Education
Wright State University 1976 — 1978
Elementary Education
The KNW Group September 2014 - Present
DS&B Financial Services LLC September 2004 - September 2014
Delamater & Associates September 1992 - September 2004
The MONY Group 1992 - 2004
Skills
QuickBooks, Microsoft Excel, Accounts Receivable, Accounts Payable, Employee Benefits, Accounting, Tax, Financial Reporting, Financial Statements, Financial Analysis, Insurance, Life Insurance, Retirement Planning, Retirement, 401k, Outlook, Strategic Financial..., Small Business
Education
University of Wisconsin-River Falls 2005 — 2011
Master, Business Administration
University of Minnesota-Twin Cities 1979 — 1985
BS, Education
Wright State University 1976 — 1978
working toward BA in Education
Wright State University 1976 — 1978
Elementary Education
Carla Caldwell Carla Caldwell's The MONY Group Experience April 2003 - December 2004
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 2014 - Present
First Southwest Company April 2013 - January 2014
Morgan Stanley August 2012 - March 2013
RBC Wealth Management August 2008 - March 2012
Bear, Stearns & Company September 2006 - August 2008
HD Vest Financial Services December 2004 - September 2006
The MONY Group April 2003 - December 2004
Alpha Capital Management September 2002 - April 2003
Texas State Securities Board October 2001 - September 2002
Education
Texas State University-San Marcos 1987 — 1993
Bachelor of Arts (B.A.)
Wells Fargo Advisors April 2014 - Present
First Southwest Company April 2013 - January 2014
Morgan Stanley August 2012 - March 2013
RBC Wealth Management August 2008 - March 2012
Bear, Stearns & Company September 2006 - August 2008
HD Vest Financial Services December 2004 - September 2006
The MONY Group April 2003 - December 2004
Alpha Capital Management September 2002 - April 2003
Texas State Securities Board October 2001 - September 2002
Education
Texas State University-San Marcos 1987 — 1993
Bachelor of Arts (B.A.)
Douglas Chirafisi Douglas Chirafisi's The MONY Group Experience 1985 - 1989
Job Owner, Paragon Printing & Graphics
Industry Printing
Experience
Eternal Wish Foundation 2013 - Present
Paragon Printing & Graphics May 2010 - Present
Wisconsin Marketing Services, Inc. January 1989 - Present
The MONY Group 1985 - 1989
Spring & Boe 1984 - 1985
Skills
Customer Service, Sales, Sales Management, Business Development, Management, Sales Presentations, Marketing, Digital Printing, Graphics, Coaching, Training, Small Business, Offset Printing, Advertising, Time Management, Brochures, B2B, Books, Business Cards, Marketing Communications, Trade Shows, Direct Marketing, Flyers, Direct Mail, Social Networking, Online Marketing, Brand Development, Social Media Marketing, Entrepreneurship, Marketing Strategy, Graphic Design, Direct Sales, Lead Generation
Education
Marquette University Law School 1970 — 1971
Law
St. Norbert College 1966 — 1970
BBA, Business-Marketing
Notre Dame High School 1962 — 1966
College Prep., General
St. Helen
Eternal Wish Foundation 2013 - Present
Paragon Printing & Graphics May 2010 - Present
Wisconsin Marketing Services, Inc. January 1989 - Present
The MONY Group 1985 - 1989
Spring & Boe 1984 - 1985
Skills
Customer Service, Sales, Sales Management, Business Development, Management, Sales Presentations, Marketing, Digital Printing, Graphics, Coaching, Training, Small Business, Offset Printing, Advertising, Time Management, Brochures, B2B, Books, Business Cards, Marketing Communications, Trade Shows, Direct Marketing, Flyers, Direct Mail, Social Networking, Online Marketing, Brand Development, Social Media Marketing, Entrepreneurship, Marketing Strategy, Graphic Design, Direct Sales, Lead Generation
Education
Marquette University Law School 1970 — 1971
Law
St. Norbert College 1966 — 1970
BBA, Business-Marketing
Notre Dame High School 1962 — 1966
College Prep., General
St. Helen
Mila Pravdina Mila Pravdina's The MONY Group Experience 1998 - 2000
Job Founder and President at LP Financial Services
Industry Financial Services
Experience
LP Financial Services 1998 - Present
LP Insurance & Financial Services, LLC 1998 - Present
Metlife / Tower Square Securities, Inc 2003 - 2013
New England Financial 2000 - 2003
The MONY Group 1998 - 2000
H & R Block 1994 - 1998
Universal Trading Company 1991 - 1994
Tzeng & Associates 1989 - 1991
Skills
Small Business..., Fixed Annuities, Finance, Entrepreneurship, Customer Service, Start-ups, Microsoft Office, Small Business, New Business Development, Business Strategy, Insurance, Management, Investments, Sales
Education
University of California, Los Angeles 1989 — 1990
Master's degree, extension courses in structural engineering
Odessa State Institute of Civil Engineering and Architecture 1974 — 1979
Master's Degree, Structural Engineering
LP Financial Services 1998 - Present
LP Insurance & Financial Services, LLC 1998 - Present
Metlife / Tower Square Securities, Inc 2003 - 2013
New England Financial 2000 - 2003
The MONY Group 1998 - 2000
H & R Block 1994 - 1998
Universal Trading Company 1991 - 1994
Tzeng & Associates 1989 - 1991
Skills
Small Business..., Fixed Annuities, Finance, Entrepreneurship, Customer Service, Start-ups, Microsoft Office, Small Business, New Business Development, Business Strategy, Insurance, Management, Investments, Sales
Education
University of California, Los Angeles 1989 — 1990
Master's degree, extension courses in structural engineering
Odessa State Institute of Civil Engineering and Architecture 1974 — 1979
Master's Degree, Structural Engineering
Debbie Blumhagen Debbie Blumhagen's The MONY Group Experience 1990 - 2005
Job Director, Industry Relations at AXA US
Industry Financial Services
Experience
AXA US December 2013 - Present
Prudential Financial January 2013 - November 2013
The Hartford 2010 - 2012
Woodbury Financial Services 2009 - 2010
Woodbury Financial Services 2005 - 2009
The MONY Group 1990 - 2005
Pacific Life 1988 - 1990
Skills
Recruiting, Marketing, Business Development, Meeting Planning, Business Operations, Business Planning, Sales, Training, Marketing Strategy, Lead Generation, New Business Development, Budgets, Competitive Analysis, Event Planning
Education
San Diego State University-California State University 1982 — 1986
Bachelor of Science (BS), Business Administration/Finance
AXA US December 2013 - Present
Prudential Financial January 2013 - November 2013
The Hartford 2010 - 2012
Woodbury Financial Services 2009 - 2010
Woodbury Financial Services 2005 - 2009
The MONY Group 1990 - 2005
Pacific Life 1988 - 1990
Skills
Recruiting, Marketing, Business Development, Meeting Planning, Business Operations, Business Planning, Sales, Training, Marketing Strategy, Lead Generation, New Business Development, Budgets, Competitive Analysis, Event Planning
Education
San Diego State University-California State University 1982 — 1986
Bachelor of Science (BS), Business Administration/Finance
Desiree Wolfe Desiree Wolfe's The MONY Group Experience February 2001 - August 2001
Job Medical Supply Purchasing Specialist
Industry Hospital & Health Care
Experience
Toastmasters International August 2006 - Present
Home Care of Rochester (HCR) August 2001 - Present
The MONY Group February 2001 - August 2001
Manning & Napier Advisors September 1997 - September 2000
U.S. District Court May 1995 - September 1997
Skills
Public Speaking, Writing, Speech Writing, Healthcare, Leadership, Community Outreach, Program Development, Event Management, Event Planning, Management, Customer Service, Teaching, Nonprofits, Fundraising, Public Relations, Research
Education
University of California, San Diego
BA
Toastmasters International August 2006 - Present
Home Care of Rochester (HCR) August 2001 - Present
The MONY Group February 2001 - August 2001
Manning & Napier Advisors September 1997 - September 2000
U.S. District Court May 1995 - September 1997
Skills
Public Speaking, Writing, Speech Writing, Healthcare, Leadership, Community Outreach, Program Development, Event Management, Event Planning, Management, Customer Service, Teaching, Nonprofits, Fundraising, Public Relations, Research
Education
University of California, San Diego
BA
Phil Crocetti's The MONY Group Experience June 1998 - December 2002
Job Product Specialist at InTouch Health
Industry Hospital & Health Care
Experience
InTouch Health September 2012 - Present
Bryant & Stratton College May 2010 - August 2012
Laboratory Alliance of Central New York October 2008 - October 2010
Healthcare One January 2008 - September 2008
Romano Auto Dealerships November 2006 - December 2007
Verizon Wireless November 2005 - November 2006
The MONY Group June 1998 - December 2002
Citadel Communications 1999 - 2000
Hoyts Cinemas Corporation May 1997 - May 1998
AMC Theatres December 1994 - May 1997
Skills
Windows Server, Active Directory, Information Technology, Wireless, Operating Systems, Microsoft Office, Visio, SQL, Blackberry Fusion, Customer Service, Hardware, Integration, Troubleshooting, Program Management, Disaster Recovery, Networking, Security, Higher Education
Education
Syracuse University 2002 — 2005
MS, Information Management
SAP Educational Services, Chicago, Dallas, Boston 2000 — 2001
SAP ERP
Utica College 1988 — 1991
BS, Business Administration & Marketing
State University of New York College at Plattsburgh 1986 — 1988
Rome Catholic High School 1983 — 1986
InTouch Health September 2012 - Present
Bryant & Stratton College May 2010 - August 2012
Laboratory Alliance of Central New York October 2008 - October 2010
Healthcare One January 2008 - September 2008
Romano Auto Dealerships November 2006 - December 2007
Verizon Wireless November 2005 - November 2006
The MONY Group June 1998 - December 2002
Citadel Communications 1999 - 2000
Hoyts Cinemas Corporation May 1997 - May 1998
AMC Theatres December 1994 - May 1997
Skills
Windows Server, Active Directory, Information Technology, Wireless, Operating Systems, Microsoft Office, Visio, SQL, Blackberry Fusion, Customer Service, Hardware, Integration, Troubleshooting, Program Management, Disaster Recovery, Networking, Security, Higher Education
Education
Syracuse University 2002 — 2005
MS, Information Management
SAP Educational Services, Chicago, Dallas, Boston 2000 — 2001
SAP ERP
Utica College 1988 — 1991
BS, Business Administration & Marketing
State University of New York College at Plattsburgh 1986 — 1988
Rome Catholic High School 1983 — 1986
Trent Williams Trent Williams's The MONY Group Experience November 1998 - April 2000
Job
Industry Financial Services
Experience
The Church of Jesus Christ of Latter-day Saints March 2013 - Present
Salt Lake Community College September 2013 - Present
SunGard Financial Systems August 2009 - March 2013
SunGard Financial Systems May 2003 - August 2009
Salt Lake Community College 1999 - 2005
SunGard Financial Systems April 2000 - May 2003
The MONY Group November 1998 - April 2000
Skills
Customer Relations, Financial Analysis, Financial Services, SaaS, Miller Heiman, Richardson, Large Account Sales, Contract Negotiation, Contractual Agreements, College Teaching, Insurance Sales, Investment Strategies, Sales Compensation, Key Account Management, Negotiation, Supplier Negotiation, Insurance, Strategic Planning, Strategic Sourcing, Strategic Partnerships, Sales Process, Series 7, Sales, Customer Service, Alternative Investments, Management, Selling, Strategic Financial..., Product Management, Investments, Finance, Retirement Planning, Business Development, Budgets, Relationship Management, Mutual Funds, Wealth Management, Series 63, Portfolio Management, Executive Management, Equities, Performance Based..., Securities, 401k, Asset Management, Retirement, Asset Allocation, Investment Management, Trading, Financial Planning
Education
Westminster College 1993 — 1998
MBA, Business
Salt Lake Community College 1992 — 1993
Associate of Science (A.S.) & Associate of Applied Science (A.S.S), Accounting and Finance, Honors
University of Utah 1990 — 1991
Psychology
The Church of Jesus Christ of Latter-day Saints March 2013 - Present
Salt Lake Community College September 2013 - Present
SunGard Financial Systems August 2009 - March 2013
SunGard Financial Systems May 2003 - August 2009
Salt Lake Community College 1999 - 2005
SunGard Financial Systems April 2000 - May 2003
The MONY Group November 1998 - April 2000
Skills
Customer Relations, Financial Analysis, Financial Services, SaaS, Miller Heiman, Richardson, Large Account Sales, Contract Negotiation, Contractual Agreements, College Teaching, Insurance Sales, Investment Strategies, Sales Compensation, Key Account Management, Negotiation, Supplier Negotiation, Insurance, Strategic Planning, Strategic Sourcing, Strategic Partnerships, Sales Process, Series 7, Sales, Customer Service, Alternative Investments, Management, Selling, Strategic Financial..., Product Management, Investments, Finance, Retirement Planning, Business Development, Budgets, Relationship Management, Mutual Funds, Wealth Management, Series 63, Portfolio Management, Executive Management, Equities, Performance Based..., Securities, 401k, Asset Management, Retirement, Asset Allocation, Investment Management, Trading, Financial Planning
Education
Westminster College 1993 — 1998
MBA, Business
Salt Lake Community College 1992 — 1993
Associate of Science (A.S.) & Associate of Applied Science (A.S.S), Accounting and Finance, Honors
University of Utah 1990 — 1991
Psychology
Bob Betancourt Bob Betancourt's The MONY Group Experience 1987 - 1991
Job Semi Retired
Industry Information Technology and Services
Experience
None October 2014 - 2014
Schunk IT Consulting July 2007 - 2012
AEGON Direct Marketing Services December 1986 - December 2006
Banamex AEGON 1997 - 1998
The MONY Group 1987 - 1991
Skills
Enterprise Architecture, IT Strategy, Business Continuity, Disaster Recovery, Integration, IT Management, SDLC, Leadership, Enterprise Software, Information Technology, Requirements Analysis, Vendor Management, Data Center, Business Process, IT Operations, Management, Security, Program Management, Analysis, PMO, Consulting, Governance, IT Service Management, ITIL, Professional Services
Education
State University of New York - System 1969 — 1973
None October 2014 - 2014
Schunk IT Consulting July 2007 - 2012
AEGON Direct Marketing Services December 1986 - December 2006
Banamex AEGON 1997 - 1998
The MONY Group 1987 - 1991
Skills
Enterprise Architecture, IT Strategy, Business Continuity, Disaster Recovery, Integration, IT Management, SDLC, Leadership, Enterprise Software, Information Technology, Requirements Analysis, Vendor Management, Data Center, Business Process, IT Operations, Management, Security, Program Management, Analysis, PMO, Consulting, Governance, IT Service Management, ITIL, Professional Services
Education
State University of New York - System 1969 — 1973
Dennis Early Dennis Early's The MONY Group Experience 1977 - 1981
Job Independent Mining & Metals Professional
Industry Mining & Metals
Experience
Natural Resource Investments 2009 - Present
Kidder Peabody 1981 - 1987
The MONY Group 1977 - 1981
Education
New York University - Leonard N. Stern School of Business 1973 — 1976
Master of Business Administration (MBA), International Finance
Stony Brook University 1967 — 1971
Bachelor of Arts (BA), Economics
Natural Resource Investments 2009 - Present
Kidder Peabody 1981 - 1987
The MONY Group 1977 - 1981
Education
New York University - Leonard N. Stern School of Business 1973 — 1976
Master of Business Administration (MBA), International Finance
Stony Brook University 1967 — 1971
Bachelor of Arts (BA), Economics
Reko Moreno Reko Moreno's The MONY Group Experience January 2004 - December 2007
Job Actor / Producer at Newlywed and Broke Original Web Series
Industry Entertainment
Experience
Newlywed and Broke: A New Single-Camera Comedy! August 2012 - Present
Best Bet Camera 2009 - Present
Bootstrap Entertainment June 2008 - Present
The MONY Group January 2004 - December 2007
Skills
Documentaries, Camera, Acting, Theatre, Social Media, Post Production, Entertainment, Final Cut Pro, Film, Television, Comedy, Producing, Film Production, Video Production, Public Speaking, Social Media Marketing, Commercials, Screenwriting, Business Strategy, Digital Media, Feature Films, Voice Over, Finance, Financial Analysis, Retirement Planning, Self-driven, Highly Ambitious, Entrepreneurship, Project Management, Product Marketing, Product Development, Latin American markets, Budgets, Budget Travel, Frugal Living, DIY, Minority Business..., Wedding Planning, Couples Counseling
Education
The University of Texas at Austin 1998 — 2002
BA, Economics / Spanish
Newlywed and Broke: A New Single-Camera Comedy! August 2012 - Present
Best Bet Camera 2009 - Present
Bootstrap Entertainment June 2008 - Present
The MONY Group January 2004 - December 2007
Skills
Documentaries, Camera, Acting, Theatre, Social Media, Post Production, Entertainment, Final Cut Pro, Film, Television, Comedy, Producing, Film Production, Video Production, Public Speaking, Social Media Marketing, Commercials, Screenwriting, Business Strategy, Digital Media, Feature Films, Voice Over, Finance, Financial Analysis, Retirement Planning, Self-driven, Highly Ambitious, Entrepreneurship, Project Management, Product Marketing, Product Development, Latin American markets, Budgets, Budget Travel, Frugal Living, DIY, Minority Business..., Wedding Planning, Couples Counseling
Education
The University of Texas at Austin 1998 — 2002
BA, Economics / Spanish
Maureen Meehan, CFP® Maureen Meehan, CFP®'s The MONY Group Experience November 1983 - December 2004
Job Financial Service Representative and Financial Advisor of Baystate Wealth Management & MetLife Securities, Inc.
Industry Financial Services
Experience
The MNE Group November 1983 - Present
Baystate Financial June 2007 - Present
AXA December 2004 - June 2007
The MONY Group November 1983 - December 2004
Skills
CERTIFIED FINANCIAL..., Seriers 6, 7, 22, and..., Retirement, Investments, Financial Planning, Wealth Management, Life Insurance, Insurance, Finance, Disability Insurance, Securities, Long Term Care Insurance
Education
University of Massachusetts, Amherst
Bachelor of Arts (BA)
The MNE Group November 1983 - Present
Baystate Financial June 2007 - Present
AXA December 2004 - June 2007
The MONY Group November 1983 - December 2004
Skills
CERTIFIED FINANCIAL..., Seriers 6, 7, 22, and..., Retirement, Investments, Financial Planning, Wealth Management, Life Insurance, Insurance, Finance, Disability Insurance, Securities, Long Term Care Insurance
Education
University of Massachusetts, Amherst
Bachelor of Arts (BA)
Allen J. DeGraffenreid Allen J. DeGraffenreid's The MONY Group Experience 1998 - 2000
Job Executive Coach at Elevate U
Industry Professional Training & Coaching
Experience
Elevate U May 2011 - Present
Performance Training Institute 2011 - 2012
Toastmasters International 2010 - 2012
Grand Canyon University 2008 - 2011
The MONY Group 1998 - 2000
San Francisco 49ers 1997 - 1997
Scottish Claymores 1995 - 1997
Green Bay Packers 1996 - 1996
Kansas City Chiefs 1993 - 1995
Cincinnati Bengals 1993 - 1993
Skills
Leadership Development, Public Speaking, Problem Solving, Executive Coaching, Motivational Speaking, Lifestyle Coaching, Team Building, Teamwork, Public Relations, Fundraising, Training, Coaching, Admissions, Staff Development, Higher Education, Management, Conflict Resolution, Leadership, Career Counseling, Career Development, Community Outreach, Resume Writing, Enrollment Management
Education
The Ohio State University 1988 — 1993
BA, Psychology
Elevate U May 2011 - Present
Performance Training Institute 2011 - 2012
Toastmasters International 2010 - 2012
Grand Canyon University 2008 - 2011
The MONY Group 1998 - 2000
San Francisco 49ers 1997 - 1997
Scottish Claymores 1995 - 1997
Green Bay Packers 1996 - 1996
Kansas City Chiefs 1993 - 1995
Cincinnati Bengals 1993 - 1993
Skills
Leadership Development, Public Speaking, Problem Solving, Executive Coaching, Motivational Speaking, Lifestyle Coaching, Team Building, Teamwork, Public Relations, Fundraising, Training, Coaching, Admissions, Staff Development, Higher Education, Management, Conflict Resolution, Leadership, Career Counseling, Career Development, Community Outreach, Resume Writing, Enrollment Management
Education
The Ohio State University 1988 — 1993
BA, Psychology
Ralph Temple Ralph Temple's The MONY Group Experience January 1984 - June 1990
Job Specialty Insurance and Marketing Services, et al
Industry Insurance
Experience
Specialty Insurance, Marketing Services, et al October 2011 - Present
Creekmore Livingston, Inc. April 2004 - April 2012
Axco November 2003 - June 2004
JLT Services Corporation April 1993 - April 2003
New York Life June 1990 - April 1993
The MONY Group January 1984 - June 1990
Allianz Life October 1980 - January 1984
New England Life May 1980 - October 1980
Marsh May 1974 - May 1980
Unum February 1972 - May 1974
Skills
Program Management, Insurance, Marketing, Team Building, Employee Benefits, Underwriting, New Business Development, Brokers, Process Improvement, Strategic Planning, Account Management, Professional Liability, Contract Negotiation, Management, Real Estate, Sales, Life Insurance, Property & Casualty..., Liability, Negotiation, Disability Insurance, Business Development, Budgets, Term Life Insurance, Reinsurance, Legal Liability, Commercial Insurance, Health Insurance, Product Development, Risk Management, D&O, General Insurance, Analysis, Casualty, Product Marketing, Claim, Casualty Insurance
Education
The American College 1972 — 1974
CLU, Life and Health Insurance
Principia College 1963 — 1967
BA, Business Administration
Specialty Insurance, Marketing Services, et al October 2011 - Present
Creekmore Livingston, Inc. April 2004 - April 2012
Axco November 2003 - June 2004
JLT Services Corporation April 1993 - April 2003
New York Life June 1990 - April 1993
The MONY Group January 1984 - June 1990
Allianz Life October 1980 - January 1984
New England Life May 1980 - October 1980
Marsh May 1974 - May 1980
Unum February 1972 - May 1974
Skills
Program Management, Insurance, Marketing, Team Building, Employee Benefits, Underwriting, New Business Development, Brokers, Process Improvement, Strategic Planning, Account Management, Professional Liability, Contract Negotiation, Management, Real Estate, Sales, Life Insurance, Property & Casualty..., Liability, Negotiation, Disability Insurance, Business Development, Budgets, Term Life Insurance, Reinsurance, Legal Liability, Commercial Insurance, Health Insurance, Product Development, Risk Management, D&O, General Insurance, Analysis, Casualty, Product Marketing, Claim, Casualty Insurance
Education
The American College 1972 — 1974
CLU, Life and Health Insurance
Principia College 1963 — 1967
BA, Business Administration
Deron Zinnecker Deron Zinnecker's The MONY Group Experience September 1999 - 2002
Job Financial Advisor at Coordinated Financial Group
Industry Financial Services
Experience
Coordinated Financial Group July 2002 - Present
Ameritas 2010 - 2012
The MONY Group September 1999 - 2002
Skills
Retirement Planning, Fixed Annuities, Disability Insurance, Long-term Care, Term Life Insurance, Financial Planners, Estate Planning, Wealth Management, IRAs, Wealth Accumulation, Roth IRA, Retirement, Investment Advisory, Mutual Funds, Financial Advisory
Education
Texas Christian University - M.J. Neeley School of Business 1992 — 1997
Bachelor of Business Administration, Marketing
Texas Christian University
Coordinated Financial Group July 2002 - Present
Ameritas 2010 - 2012
The MONY Group September 1999 - 2002
Skills
Retirement Planning, Fixed Annuities, Disability Insurance, Long-term Care, Term Life Insurance, Financial Planners, Estate Planning, Wealth Management, IRAs, Wealth Accumulation, Roth IRA, Retirement, Investment Advisory, Mutual Funds, Financial Advisory
Education
Texas Christian University - M.J. Neeley School of Business 1992 — 1997
Bachelor of Business Administration, Marketing
Texas Christian University
Henriette Carvalho Henriette Carvalho's The MONY Group Experience 2000 - 2004
Job Master Life Underwriter at AXA Equitable
Industry Financial Services
Experience
AXA Equitable 2004 - Present
The MONY Group 2000 - 2004
Skills
Life Insurance, Financial Analysis, Financial Risk, Health Sciences, Medical Risk
Education
State University of New York College at Oswego
Master of Business Administration (M.B.A.)
State University of New York College at Oswego
Bachelor of Business Administration (B.B.A.)
University of Sao Paulo USP, Sao Paulo, Brazil
FEA
University of Sao Paulo- USP, Sao Paulo, Brazil
Bachelor of Applied Science (B.A.Sc.)
AXA Equitable 2004 - Present
The MONY Group 2000 - 2004
Skills
Life Insurance, Financial Analysis, Financial Risk, Health Sciences, Medical Risk
Education
State University of New York College at Oswego
Master of Business Administration (M.B.A.)
State University of New York College at Oswego
Bachelor of Business Administration (B.B.A.)
University of Sao Paulo USP, Sao Paulo, Brazil
FEA
University of Sao Paulo- USP, Sao Paulo, Brazil
Bachelor of Applied Science (B.A.Sc.)
Giuliana Stella Giuliana Stella's The MONY Group Experience January 2001 - October 2006
Job Accounting Director
Industry Financial Services
Experience
Central Park Financial July 2008 - Present
Dress for Less January 2004 - October 2006
The MONY Group January 2001 - October 2006
Flash Power February 1997 - December 2000
Skills
Finance, Microsoft Office, Insurance, Microsoft Excel, Start-ups, Portuguese, Accounting, Microsoft Word, English, PowerPoint
Education
Escola Panamericana de Artes - Sao Paulo
Decoracao e Paisagismo, Decoracao
Universidade Paulista / UNIP - Universidade Paulista
Bachelor of Architecture (BArch)
Central Park Financial July 2008 - Present
Dress for Less January 2004 - October 2006
The MONY Group January 2001 - October 2006
Flash Power February 1997 - December 2000
Skills
Finance, Microsoft Office, Insurance, Microsoft Excel, Start-ups, Portuguese, Accounting, Microsoft Word, English, PowerPoint
Education
Escola Panamericana de Artes - Sao Paulo
Decoracao e Paisagismo, Decoracao
Universidade Paulista / UNIP - Universidade Paulista
Bachelor of Architecture (BArch)
Dena Schwartz Dena Schwartz's The MONY Group Experience 1995 - 2001
Job Designated Principal at LPL Financial
Industry Financial Services
Experience
LPL Financial June 2011 - Present
First Allied Securities September 2010 - June 2011
DKS Office Solutions July 2010 - June 2011
Wells Fargo Investments July 2004 - June 2009
Mass Mutual Life Insurance Company 2003 - 2004
Pacific Life Insurance Company 2001 - 2002
The MONY Group 1995 - 2001
Skills
Mutual Funds, Life Insurance, Retirement Planning
Education
San Diego State University-California State University
MBA, Tax and Financial Planning
University of California, San Diego
BA, Management Science
LPL Financial June 2011 - Present
First Allied Securities September 2010 - June 2011
DKS Office Solutions July 2010 - June 2011
Wells Fargo Investments July 2004 - June 2009
Mass Mutual Life Insurance Company 2003 - 2004
Pacific Life Insurance Company 2001 - 2002
The MONY Group 1995 - 2001
Skills
Mutual Funds, Life Insurance, Retirement Planning
Education
San Diego State University-California State University
MBA, Tax and Financial Planning
University of California, San Diego
BA, Management Science
Colette Rex Colette Rex's The MONY Group Experience 2003 - 2005
Job Executive Vice President at COR Clearing, LLC
Industry Financial Services
Experience
COR Clearing LLC November 2012 - Present
Morgan Stanley Wealth Management March 2011 - November 2012
BPU Investment Management, Inc April 2010 - October 2010
Grandview Group July 2007 - December 2009
AXA Advisors, LLC August 2000 - March 2007
The MONY Group 2003 - 2005
Pershing March 1994 - August 2000
Pershing September 1990 - August 2000
Pershing Div of BNY June 1993 - March 1994
Pershing Div of BNY December 1990 - June 1993
Education
Saint Peter's University 1992 — 1995
B.S., Business Management
Lake High School 1974 — 1978
Middlebranch Junior High
Saint Peter's College
B.S, Business Management
The Ohio State University
COR Clearing LLC November 2012 - Present
Morgan Stanley Wealth Management March 2011 - November 2012
BPU Investment Management, Inc April 2010 - October 2010
Grandview Group July 2007 - December 2009
AXA Advisors, LLC August 2000 - March 2007
The MONY Group 2003 - 2005
Pershing March 1994 - August 2000
Pershing September 1990 - August 2000
Pershing Div of BNY June 1993 - March 1994
Pershing Div of BNY December 1990 - June 1993
Education
Saint Peter's University 1992 — 1995
B.S., Business Management
Lake High School 1974 — 1978
Middlebranch Junior High
Saint Peter's College
B.S, Business Management
The Ohio State University
Jeff McCreery CLU®, ChFC® Jeff McCreery CLU®, ChFC®'s The MONY Group Experience 1990 - 2000
Job District Manager at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group March 2009 - Present
New England Financial 2000 - 2009
The MONY Group 1990 - 2000
Education
The American College
CLU, ChFC, Financial Planning
Youngstown State University 1984 — 1990
BSBA, Business
Poland Seminary High School 1981 — 1984
MassMutual Financial Group March 2009 - Present
New England Financial 2000 - 2009
The MONY Group 1990 - 2000
Education
The American College
CLU, ChFC, Financial Planning
Youngstown State University 1984 — 1990
BSBA, Business
Poland Seminary High School 1981 — 1984
Neil Baucke, CCIM Neil Baucke, CCIM's The MONY Group Experience November 1994 - June 2000
Job Owner, NTB Realty Advisors, Inc.
Industry Real Estate
Experience
NTB Realty Advisors, Inc. 1997 - Present
The MONY Group November 1994 - June 2000
Skills
Asset Management, Subdivisions, Property Management, Land Development, Construction, Real Estate Development, Due Diligence, Real Estate, Construction Management, Management Consulting, Budgets, Real Estate Transactions, Real Estate Economics, Entitlements, Investment Properties, Residential Homes, Disposition, Contract Negotiation, Land Acquisition
Education
San Diego State University-California State University 1984 — 1986
B.S. Business Administration, Real Estate, Economics
NTB Realty Advisors, Inc. 1997 - Present
The MONY Group November 1994 - June 2000
Skills
Asset Management, Subdivisions, Property Management, Land Development, Construction, Real Estate Development, Due Diligence, Real Estate, Construction Management, Management Consulting, Budgets, Real Estate Transactions, Real Estate Economics, Entitlements, Investment Properties, Residential Homes, Disposition, Contract Negotiation, Land Acquisition
Education
San Diego State University-California State University 1984 — 1986
B.S. Business Administration, Real Estate, Economics
Carl Holland Carl Holland's The MONY Group Experience 1999 - 2001
Job Certified Insurance Agent for Covered California
Industry Insurance
Experience
Volunteering For Oakland 2009 - Present
On San Francisco Bay Insurance Services January 2000 - Present
On San Francisco Bay Insurance January 2000 - Present
Univers Workplace Benefits 2006 - 2010
Obama For America 2007 - 2008
AFLAC 2000 - 2005
The MONY Group 1999 - 2001
Mail Boxes Etc. 1993 - 1998
Chevron 1973 - 1993
Skills
Long Term Care, Annuities, Health Insurance, Worksite, Insurance, Dental, Employee Benefits, Fixed Annuities, Long-term Care, Medicare Supplement..., Medicare Advantage, Medicare, Long Term Care Insurance, Small Business, Life Insurance, Retirement, Universal Life, Whole Life, Disability Insurance
Education
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration (B.B.A.), Accounting, Enterprise Economics
Harlan H.S., Chicago Ill.; Graduated John Muir H.S., Pasadena CA., 1964 1961 — 1963
Volunteering For Oakland 2009 - Present
On San Francisco Bay Insurance Services January 2000 - Present
On San Francisco Bay Insurance January 2000 - Present
Univers Workplace Benefits 2006 - 2010
Obama For America 2007 - 2008
AFLAC 2000 - 2005
The MONY Group 1999 - 2001
Mail Boxes Etc. 1993 - 1998
Chevron 1973 - 1993
Skills
Long Term Care, Annuities, Health Insurance, Worksite, Insurance, Dental, Employee Benefits, Fixed Annuities, Long-term Care, Medicare Supplement..., Medicare Advantage, Medicare, Long Term Care Insurance, Small Business, Life Insurance, Retirement, Universal Life, Whole Life, Disability Insurance
Education
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration (B.B.A.), Accounting, Enterprise Economics
Harlan H.S., Chicago Ill.; Graduated John Muir H.S., Pasadena CA., 1964 1961 — 1963
Neville Jackson, MPA, FSS, CLTC, LUTCF Neville Jackson, MPA, FSS, CLTC, LUTCF's The MONY Group Experience December 1999 - October 2004
Job GA/Owner at Jackson Insurance & Financial Services
Industry Financial Services
Experience
Jackson Insurance & Financial Services July 2013 - Present
Levin Financial Group January 2007 - Present
Foresters December 2004 - Present
Kansas City Life Insurance Company January 2006 - January 2007
The MONY Group December 1999 - October 2004
Skills
Trust Services, Long Term Care, Annuities, Disability Insurance, Insurance, Health Insurance, Retirement Planning, Seminar Speaker &..., Fixed Annuities, Long-term Care, Retirement, Life Insurance, 401k, Long Term Care Insurance, Employee Benefits, Medicare, Mutual Funds, Investments, Critical Illness, Financial Services, Securities, Strategic Financial..., Finance, Term Life Insurance, Risk Management, IRAs, Estate Planning, Financial Planners, Wealth Management, Universal Life, Whole Life, Wealth, Roth IRA, Financial Advisory, Indexed Annuities, Wealth Accumulation, Group Insurance, Small Business, 401k Rollovers, Investment Advisory, College Savings Plans, Series 6, Personal Finance, Pensions, Variable Annuities, Series 7, Brokers, Underwriting, Series 63, FINRA
Education
The American College 2005 — 2006
FSS, Financial Services Specialist
The American College 2000 — 2002
LUTCF, Life Insurance
Troy University 1989 — 1994
B.Sc, MPA, Administration, Management
Jackson Insurance & Financial Services July 2013 - Present
Levin Financial Group January 2007 - Present
Foresters December 2004 - Present
Kansas City Life Insurance Company January 2006 - January 2007
The MONY Group December 1999 - October 2004
Skills
Trust Services, Long Term Care, Annuities, Disability Insurance, Insurance, Health Insurance, Retirement Planning, Seminar Speaker &..., Fixed Annuities, Long-term Care, Retirement, Life Insurance, 401k, Long Term Care Insurance, Employee Benefits, Medicare, Mutual Funds, Investments, Critical Illness, Financial Services, Securities, Strategic Financial..., Finance, Term Life Insurance, Risk Management, IRAs, Estate Planning, Financial Planners, Wealth Management, Universal Life, Whole Life, Wealth, Roth IRA, Financial Advisory, Indexed Annuities, Wealth Accumulation, Group Insurance, Small Business, 401k Rollovers, Investment Advisory, College Savings Plans, Series 6, Personal Finance, Pensions, Variable Annuities, Series 7, Brokers, Underwriting, Series 63, FINRA
Education
The American College 2005 — 2006
FSS, Financial Services Specialist
The American College 2000 — 2002
LUTCF, Life Insurance
Troy University 1989 — 1994
B.Sc, MPA, Administration, Management
Douglas Barone Douglas Barone's The MONY Group Experience 1995 - 2000
Job Writer
Industry Writing and Editing
Experience
Writer September 2008 - Present
MetLife 2000 - 2007
The MONY Group 1995 - 2000
F&G Securities, Inc. 1992 - 1995
USF&G 1985 - 1995
Fidelity & Guaranty Life 1985 - 1995
Skills
Public Speaking, Mergers & Acquisitions, Strategy, Product Development, Marketing, Press Releases, Project Management, Marketing Strategy, Six Sigma, Editing, Blogging, Copy Editing, Strategic Planning
Education
Loyola University Maryland 1987 — 1989
MBA
St. Lawrence University 1979 — 1983
BA, Econonomics
St. Andrews School 1975 — 1979
Prep
Grace Church School 1961 — 1975
Writer September 2008 - Present
MetLife 2000 - 2007
The MONY Group 1995 - 2000
F&G Securities, Inc. 1992 - 1995
USF&G 1985 - 1995
Fidelity & Guaranty Life 1985 - 1995
Skills
Public Speaking, Mergers & Acquisitions, Strategy, Product Development, Marketing, Press Releases, Project Management, Marketing Strategy, Six Sigma, Editing, Blogging, Copy Editing, Strategic Planning
Education
Loyola University Maryland 1987 — 1989
MBA
St. Lawrence University 1979 — 1983
BA, Econonomics
St. Andrews School 1975 — 1979
Prep
Grace Church School 1961 — 1975
Bonnie Miller Bonnie Miller's The MONY Group Experience June 1979 - June 1998
Job ControlM Consultant
Industry Computer Software
Experience
Sony Electronics January 2008 - March 2008
Sony Electronics November 2004 - June 2006
IBM Global Services August 2002 - April 2004
Charles Schwab July 2001 - October 2001
BMC Software July 1998 - April 2001
The MONY Group June 1979 - June 1998
The MONY Group 1979 - 1998
Education
State University of New York - System
Sony Electronics January 2008 - March 2008
Sony Electronics November 2004 - June 2006
IBM Global Services August 2002 - April 2004
Charles Schwab July 2001 - October 2001
BMC Software July 1998 - April 2001
The MONY Group June 1979 - June 1998
The MONY Group 1979 - 1998
Education
State University of New York - System
Mary M.F. Rand, CIA, CFSA, CBM, AMLP Mary M.F. Rand, CIA, CFSA, CBM, AMLP's The MONY Group Experience 2002 - 2006
Job Auditor at Defense Contract Audit Agency
Industry Financial Services
Experience
Defense Contract Audit Agency 2014 - Present
The Institute of Internal Auditors - Central New York Chapter 1994 - Present
BNY Mellon 2014 - 2014
AXA Equitable 2006 - 2011
The MONY Group 2002 - 2006
The MONY Group 2000 - 2002
Community Bank, N.A. 1994 - 2000
Fleet Bank 1988 - 1994
Skills
Objective, Organized, Self-Motivated, Compliance Audits, Internal Audit, MS Word, MS Excel, MS PowerPoint, Corporate Risk..., Report Generation, Analytical Thinking, Innovative Problem..., Project Managment, Results Oriented, Due Diligence, Policy Analysis, Strong Oral and Written..., Teamwork, Enthusiastic, Ethical, Professional, Bridger Systems, LexisNexis, World-Check, Creative, Outlook, Lotus Notes, Compliance Testing, Controls Testing, Program Development, Regulatory Analysis, Quality Auditing, Internal Controls, Ethics, Microsoft Excel, Analytical Skills, Goal Oriented, Operational Risk..., Accounting, Auditing, Sarbanes-Oxley, Bank Secrecy Act, IT Audit, Sarbanes-Oxley Act, Financial Risk, Insurance, AML, Risk Assessment, Fraud, Financial Regulation
Education
State University of New York at Oswego
BS Accounting, Minor in Mathematics and Economics with a Statistics concentration
Defense Contract Audit Agency 2014 - Present
The Institute of Internal Auditors - Central New York Chapter 1994 - Present
BNY Mellon 2014 - 2014
AXA Equitable 2006 - 2011
The MONY Group 2002 - 2006
The MONY Group 2000 - 2002
Community Bank, N.A. 1994 - 2000
Fleet Bank 1988 - 1994
Skills
Objective, Organized, Self-Motivated, Compliance Audits, Internal Audit, MS Word, MS Excel, MS PowerPoint, Corporate Risk..., Report Generation, Analytical Thinking, Innovative Problem..., Project Managment, Results Oriented, Due Diligence, Policy Analysis, Strong Oral and Written..., Teamwork, Enthusiastic, Ethical, Professional, Bridger Systems, LexisNexis, World-Check, Creative, Outlook, Lotus Notes, Compliance Testing, Controls Testing, Program Development, Regulatory Analysis, Quality Auditing, Internal Controls, Ethics, Microsoft Excel, Analytical Skills, Goal Oriented, Operational Risk..., Accounting, Auditing, Sarbanes-Oxley, Bank Secrecy Act, IT Audit, Sarbanes-Oxley Act, Financial Risk, Insurance, AML, Risk Assessment, Fraud, Financial Regulation
Education
State University of New York at Oswego
BS Accounting, Minor in Mathematics and Economics with a Statistics concentration
Drew Gervino's The MONY Group Experience 2001 - 2004
Job US Public Sector CRM Delivery Lead at Microsoft
Industry Computer Software
Experience
Microsoft January 2014 - Present
Microsoft August 2012 - December 2013
Microsoft September 2009 - August 2012
Microsoft June 2006 - September 2009
Extraprise 2004 - 2006
The MONY Group 2001 - 2004
Skills
Microsoft CRM, Architecture, Computer Science, Windows, Siebel, .NET, SQL Server, Distributed Systems, SOA, Integration, SQL, Web Services, Enterprise Software, Microsoft SQL Server, Microsoft Dynamics
Education
State University of New York College at Geneseo 1997 — 2001
Bachelor of Science, Business Admistration
Syracuse University
Masters of Information Management, Information Sciences
Microsoft January 2014 - Present
Microsoft August 2012 - December 2013
Microsoft September 2009 - August 2012
Microsoft June 2006 - September 2009
Extraprise 2004 - 2006
The MONY Group 2001 - 2004
Skills
Microsoft CRM, Architecture, Computer Science, Windows, Siebel, .NET, SQL Server, Distributed Systems, SOA, Integration, SQL, Web Services, Enterprise Software, Microsoft SQL Server, Microsoft Dynamics
Education
State University of New York College at Geneseo 1997 — 2001
Bachelor of Science, Business Admistration
Syracuse University
Masters of Information Management, Information Sciences
T E Robinson T E Robinson's The MONY Group Experience July 1996 - January 2005
Job Agency Supervisory Officer at MassMutual North Texas
Industry Financial Services
Experience
MassMutual North Texas January 2011 - May 2015
Apple Retail October 2007 - April 2015
MassMutual North Texas January 2007 - January 2011
Dallas Municipal Library Board 2005 - 2010
MassMutual North Texas January 2006 - January 2007
MassMutual North Texas March 2005 - January 2006
The MONY Group July 1996 - January 2005
Skills
Compliance, Insurance, Strategic Financial..., Investments, Team Building, Disability Insurance, Risk Management, Customer Service, Microsoft Office, Long-term Care, Employee Benefits, Mutual Funds, Public Speaking, Life Insurance, Fixed Annuities, Securities, Management
Education
Southern Methodist University 1982 — 1983
MBA, Business Administration, Management and Operations
Bethune-Cookman College 1975 — 1979
B.S. Business Administration, Business Administration and Management, General
MassMutual North Texas January 2011 - May 2015
Apple Retail October 2007 - April 2015
MassMutual North Texas January 2007 - January 2011
Dallas Municipal Library Board 2005 - 2010
MassMutual North Texas January 2006 - January 2007
MassMutual North Texas March 2005 - January 2006
The MONY Group July 1996 - January 2005
Skills
Compliance, Insurance, Strategic Financial..., Investments, Team Building, Disability Insurance, Risk Management, Customer Service, Microsoft Office, Long-term Care, Employee Benefits, Mutual Funds, Public Speaking, Life Insurance, Fixed Annuities, Securities, Management
Education
Southern Methodist University 1982 — 1983
MBA, Business Administration, Management and Operations
Bethune-Cookman College 1975 — 1979
B.S. Business Administration, Business Administration and Management, General
Kenneth Major's The MONY Group Experience September 1999 - September 2005
Job Manager at Crowe Horwath LLP
Industry Computer & Network Security
Experience
Crowe Horwath LLP May 2015 - Present
AmeriCU Credit Union March 2011 - April 2015
Cavalry Solutions October 2006 - March 2011
Excellus BCBS October 2005 - October 2006
AXA Tech September 1999 - September 2005
The MONY Group September 1999 - September 2005
PricewaterhouseCoopers May 1997 - October 1999
National Research Council, Marine Board January 1996 - January 1997
Hazardous Abatement Corporation May 1996 - August 1996
Skills
Security, Information Security, Firewalls, CISSP, Vulnerability Assessment, Disaster Recovery, Computer Security, IT Audit, Active Directory, Risk Assessment, Penetration Testing, Servers, CISA, Business Continuity, Network Security, Security Architecture..., Information Technology, Network Architecture, Information Security..., Operating Systems, Intrusion Detection, Vulnerability Management, Unix, PCI DSS, Security Audits, Checkpoint, Security Awareness, Computer Forensics, Encryption, Identity Management, IDS, Incident Response, Information Assurance, IPS, IT Management, Enterprise Risk..., Application Security, ISO 27001
Education
LeMoyne College
Bachelor of Science (BS), Business AdministrationManagement Information Systems
Saint Bonaventure University
Biology (Pre-Med)
Crowe Horwath LLP May 2015 - Present
AmeriCU Credit Union March 2011 - April 2015
Cavalry Solutions October 2006 - March 2011
Excellus BCBS October 2005 - October 2006
AXA Tech September 1999 - September 2005
The MONY Group September 1999 - September 2005
PricewaterhouseCoopers May 1997 - October 1999
National Research Council, Marine Board January 1996 - January 1997
Hazardous Abatement Corporation May 1996 - August 1996
Skills
Security, Information Security, Firewalls, CISSP, Vulnerability Assessment, Disaster Recovery, Computer Security, IT Audit, Active Directory, Risk Assessment, Penetration Testing, Servers, CISA, Business Continuity, Network Security, Security Architecture..., Information Technology, Network Architecture, Information Security..., Operating Systems, Intrusion Detection, Vulnerability Management, Unix, PCI DSS, Security Audits, Checkpoint, Security Awareness, Computer Forensics, Encryption, Identity Management, IDS, Incident Response, Information Assurance, IPS, IT Management, Enterprise Risk..., Application Security, ISO 27001
Education
LeMoyne College
Bachelor of Science (BS), Business AdministrationManagement Information Systems
Saint Bonaventure University
Biology (Pre-Med)
Todd Paradise, CFP® Todd Paradise, CFP®'s The MONY Group Experience May 2000 - April 2005
Job WPG Financial Group Partner
Industry Financial Services
Experience
WPG Financial Group April 2005 - Present
The MONY Group May 2000 - April 2005
Skills
Retirement Planning, Financial Planning, Investments, Strategic Planning
Education
Towson University 1996 — 2000
Business Administration, Finance
Fallston High School
WPG Financial Group April 2005 - Present
The MONY Group May 2000 - April 2005
Skills
Retirement Planning, Financial Planning, Investments, Strategic Planning
Education
Towson University 1996 — 2000
Business Administration, Finance
Fallston High School
Arne Sten, LUTCF Arne Sten, LUTCF's The MONY Group Experience April 2000 - June 2005
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors June 2005 - Present
The MONY Group April 2000 - June 2005
NAIFA- Pennsylvania 1998 - 2005
Mass Mutual May 1991 - April 2000
Prudential Financial January 1974 - May 1991
North Allegheny School District August 1972 - January 1974
Skills
State mutual fund..., State strategic..., State 401K distribution..., State Fixed annuity..., State LTC insurance..., State insurance planning, State life insurance..., State Asset protection..., State portfolio..., State disability..., State Investment...
Education
West Virginia University 1968 — 1972
BS, Education
The American College 1984 — 1989
LUTCF, Finance & Economics
AXA Advisors June 2005 - Present
The MONY Group April 2000 - June 2005
NAIFA- Pennsylvania 1998 - 2005
Mass Mutual May 1991 - April 2000
Prudential Financial January 1974 - May 1991
North Allegheny School District August 1972 - January 1974
Skills
State mutual fund..., State strategic..., State 401K distribution..., State Fixed annuity..., State LTC insurance..., State insurance planning, State life insurance..., State Asset protection..., State portfolio..., State disability..., State Investment...
Education
West Virginia University 1968 — 1972
BS, Education
The American College 1984 — 1989
LUTCF, Finance & Economics
Joseph M Tavernite, CLF Joseph M Tavernite, CLF's The MONY Group Experience August 1996 - January 2000
Job Managing Director Principal Financial Group
Industry Financial Services
Experience
NAIFA NY State June 2014 - Present
Principal Financial Group June 2014 - Present
NAIFA-New York September 2013 - Present
NAIFA-Greater Metro Region June 2012 - Present
New England Wealth Strategies January 2011 - May 2014
Planning Center for Professionals, Inc. March 2000 - January 2011
The MONY Group August 1996 - January 2000
Skills
Life Insurance, Disability Insurance, Financial Services, Asset Managment, Retirement Planning, FINRA, Fixed Annuities, Financial Advisory, Mutual Funds, Wealth Management, Retirement, Insurance, Risk Management, Financial Analysis, Investments, Series 7, Investment Advisory, Wealth Management..., Estate Planning, Strategic Financial..., Portfolio Management, Long-term Care, Term Life Insurance, IRAs, Asset Management, Wealth Accumulation, Investment Management, Series 6, Securities, Financial Planners, 401k, Employee Benefits, Variable Annuities, Wealth, Small Business, Asset Allocation, Long Term Care Insurance, Whole Life, Series 63, Finance, Investment Strategies, 401k Rollovers, Pensions, Alternative Investments, Series 24, Bonds, Health Insurance, Personal Finance, Personal Financial..., Retirement Savings
Education
The American College 2006 — 2008
CLF, Finance
NAIFA NY State June 2014 - Present
Principal Financial Group June 2014 - Present
NAIFA-New York September 2013 - Present
NAIFA-Greater Metro Region June 2012 - Present
New England Wealth Strategies January 2011 - May 2014
Planning Center for Professionals, Inc. March 2000 - January 2011
The MONY Group August 1996 - January 2000
Skills
Life Insurance, Disability Insurance, Financial Services, Asset Managment, Retirement Planning, FINRA, Fixed Annuities, Financial Advisory, Mutual Funds, Wealth Management, Retirement, Insurance, Risk Management, Financial Analysis, Investments, Series 7, Investment Advisory, Wealth Management..., Estate Planning, Strategic Financial..., Portfolio Management, Long-term Care, Term Life Insurance, IRAs, Asset Management, Wealth Accumulation, Investment Management, Series 6, Securities, Financial Planners, 401k, Employee Benefits, Variable Annuities, Wealth, Small Business, Asset Allocation, Long Term Care Insurance, Whole Life, Series 63, Finance, Investment Strategies, 401k Rollovers, Pensions, Alternative Investments, Series 24, Bonds, Health Insurance, Personal Finance, Personal Financial..., Retirement Savings
Education
The American College 2006 — 2008
CLF, Finance
Kathleen R. Gorman's The MONY Group Experience 1979 - 1996
Job Vice President Agency & Field Sales Solutions & Experience and Inside Sales
Industry Insurance
Experience
Travelers September 2009 - Present
Prudential Retirement May 2006 - September 2009
Lincoln Financial Group 1996 - 2006
The MONY Group 1979 - 1996
Skills
Change Management, Brokers, Strategy, Leadership, Business Development, Sales Management, Property & Casualty..., Strategic Planning, Insurance, Sales, Management, CRM, Operations Management, Marketing Strategy, Project Management, Start-ups, Mergers & Acquisitions, Enterprise Software, Financial Services, Risk Management, Casualty, Underwriting, Relationship Management, Commercial Lines, Commercial Insurance, Liability, Casualty Insurance
Education
Syracuse University - Martin J. Whitman School of Management
BS, General Management Studies
Travelers September 2009 - Present
Prudential Retirement May 2006 - September 2009
Lincoln Financial Group 1996 - 2006
The MONY Group 1979 - 1996
Skills
Change Management, Brokers, Strategy, Leadership, Business Development, Sales Management, Property & Casualty..., Strategic Planning, Insurance, Sales, Management, CRM, Operations Management, Marketing Strategy, Project Management, Start-ups, Mergers & Acquisitions, Enterprise Software, Financial Services, Risk Management, Casualty, Underwriting, Relationship Management, Commercial Lines, Commercial Insurance, Liability, Casualty Insurance
Education
Syracuse University - Martin J. Whitman School of Management
BS, General Management Studies
Denise Stibal Denise Stibal's The MONY Group Experience June 1986 - May 2002
Job Financial Advisor at Focus Financial
Industry Financial Services
Experience
Focus Financial May 2002 - Present
The MONY Group June 1986 - May 2002
Education
University of Minnesota Duluth 1975 — 1979
Focus Financial May 2002 - Present
The MONY Group June 1986 - May 2002
Education
University of Minnesota Duluth 1975 — 1979
Karen Steinberg Karen Steinberg's The MONY Group Experience January 1990 - December 1994
Job President, Board of Trustees at Manlius, NY Library
Industry Information Technology and Services
Experience
Manlius, NY Library February 2014 - Present
Manlius, NY Library February 2012 - Present
Syracuse University School of Information Studies 2009 - Present
Treeline Consulting 2009 - Present
NIIT Technologies April 2010 - September 2011
CSC January 2008 - June 2009
Aon Risk Services, Americas January 2000 - January 2008
IBM November 1997 - January 2000
Computer Sciences Corporation January 1995 - October 1997
The MONY Group January 1990 - December 1994
Skills
IT Strategy, Outsourcing, Program Management, Vendor Management, Insurance, Business Analysis, Management Consulting, Strategic Planning, Project Management, IT Management, Team Building, Leadership, CRM, Management, IT Service Management, Governance, Executive Management, Budgets, Information Technology, Strategy, Business Process..., Sales, Consulting, Networking, Analysis, Finance
Education
Syracuse University
Bachelor of Arts (BA), Fine Arts, Math
Manlius, NY Library February 2014 - Present
Manlius, NY Library February 2012 - Present
Syracuse University School of Information Studies 2009 - Present
Treeline Consulting 2009 - Present
NIIT Technologies April 2010 - September 2011
CSC January 2008 - June 2009
Aon Risk Services, Americas January 2000 - January 2008
IBM November 1997 - January 2000
Computer Sciences Corporation January 1995 - October 1997
The MONY Group January 1990 - December 1994
Skills
IT Strategy, Outsourcing, Program Management, Vendor Management, Insurance, Business Analysis, Management Consulting, Strategic Planning, Project Management, IT Management, Team Building, Leadership, CRM, Management, IT Service Management, Governance, Executive Management, Budgets, Information Technology, Strategy, Business Process..., Sales, Consulting, Networking, Analysis, Finance
Education
Syracuse University
Bachelor of Arts (BA), Fine Arts, Math
Steve Horvath Steve Horvath's The MONY Group Experience 1990 - 1992
Job Vice President Product Development & Marketing at CoreSource, Inc.
Industry Insurance
Experience
CoreSource, Inc. January 2011 - Present
Health Contact Partners September 2008 - December 2010
Trustmark Insurance February 2007 - September 2008
Star Marketing and Administration 2004 - 2007
Trustmark Insurance 1998 - 2004
Trustmark Insurance 1992 - 1998
The MONY Group 1990 - 1992
Skills
Health Insurance, Employee Benefits, Insurance, Benefits Administration, Disability Insurance, Leadership, Training, Team Building, Underwriting, Human Resources, Investments, Claim, Customer Service, Process Improvement, Strategy
Education
University of Iowa - Henry B. Tippie College of Business 1985 — 1989
B.B.A., Management and Finance
CoreSource, Inc. January 2011 - Present
Health Contact Partners September 2008 - December 2010
Trustmark Insurance February 2007 - September 2008
Star Marketing and Administration 2004 - 2007
Trustmark Insurance 1998 - 2004
Trustmark Insurance 1992 - 1998
The MONY Group 1990 - 1992
Skills
Health Insurance, Employee Benefits, Insurance, Benefits Administration, Disability Insurance, Leadership, Training, Team Building, Underwriting, Human Resources, Investments, Claim, Customer Service, Process Improvement, Strategy
Education
University of Iowa - Henry B. Tippie College of Business 1985 — 1989
B.B.A., Management and Finance
Tamara Bronson Tamara Bronson's The MONY Group Experience 1992 - 2004
Job Center of Excellence, Global Financial Shared Services
Industry Financial Services
Experience
Xylem Inc. November 2014 - Present
AAA Western and Central New York February 2012 - Present
Chobani July 2013 - November 2014
Leadership Greater Syracuse 2007 - 2014
Leadership for Operations Managers in the Syracuse Area 2011 - December 2013
Oneida Nation Enterprises, Turning Stone Resort and Casino January 2012 - July 2013
MONEY Federal Credit Union 2002 - February 2012
AXA Equitable 2010 - 2011
AXA Equitable, formerly The MONY Group 2004 - 2010
The MONY Group 1992 - 2004
Skills
Staff Development, Expense Reduction, Internal Audit, Unclaimed Property, Accounts Payable, External Audit, Operations Management, Operational Excellence, Project Management, Risk Assessment, Business Integration, Internal Controls, SOX, Regulatory Compliance, Goal development and..., Treasury Management, Accounting, Coaching, ERP Implementation..., International Business, Establishing Key..., Staff Empowerment, Six Sigma, Sarbanes-Oxley Act, Internal Controls, Strategic Planning, Change Management, Vendor Management, Financial Reporting, Expenses, Risk Management, Auditing, Process Improvement, Financial Analysis, Business Analysis, Managerial Finance, Budgets, Forecasting, Finance, Leadership, Management, Payroll, Cash Management, Account Reconciliation, Property, Human Resources, SAP, Training
Education
State University of New York College at Geneseo 1980 — 1984
BS Accounting, Accounting and Computer Science
Chittenango High School
Leadership Greater Syracuse
Xylem Inc. November 2014 - Present
AAA Western and Central New York February 2012 - Present
Chobani July 2013 - November 2014
Leadership Greater Syracuse 2007 - 2014
Leadership for Operations Managers in the Syracuse Area 2011 - December 2013
Oneida Nation Enterprises, Turning Stone Resort and Casino January 2012 - July 2013
MONEY Federal Credit Union 2002 - February 2012
AXA Equitable 2010 - 2011
AXA Equitable, formerly The MONY Group 2004 - 2010
The MONY Group 1992 - 2004
Skills
Staff Development, Expense Reduction, Internal Audit, Unclaimed Property, Accounts Payable, External Audit, Operations Management, Operational Excellence, Project Management, Risk Assessment, Business Integration, Internal Controls, SOX, Regulatory Compliance, Goal development and..., Treasury Management, Accounting, Coaching, ERP Implementation..., International Business, Establishing Key..., Staff Empowerment, Six Sigma, Sarbanes-Oxley Act, Internal Controls, Strategic Planning, Change Management, Vendor Management, Financial Reporting, Expenses, Risk Management, Auditing, Process Improvement, Financial Analysis, Business Analysis, Managerial Finance, Budgets, Forecasting, Finance, Leadership, Management, Payroll, Cash Management, Account Reconciliation, Property, Human Resources, SAP, Training
Education
State University of New York College at Geneseo 1980 — 1984
BS Accounting, Accounting and Computer Science
Chittenango High School
Leadership Greater Syracuse
Oscar Reyes Oscar Reyes's The MONY Group Experience January 1998 - December 2002
Job Owner Broker at Asegura International
Industry Insurance
Experience
Asegura International 2007 - Present
International Insurance Industry December 2002 - January 2007
The MONY Group January 1998 - December 2002
Independent Insurance Agent June 1993 - August 1997
Skills
Health Insurance, Insurance, Investments, Consulting, Finance, Brokers, Bonds, Sales Management, Business Planning, Entrepreneurship, Business Development, Risk Management, Underwriting, Life Insurance, General Insurance
Education
Universidad 'Santa María' 1993 — 1999
Bachelor of Science
Rhode Island College, RI. United States 1985 — 1986
Business Management
Bristol High School, Bristol - RI, USA 1982 — 1985
Colegio Internacional de Caracas 1980 — 1982
Universidad Santa Maria, Caracas-Venezuela
Bachelor's, Business Management
Asegura International 2007 - Present
International Insurance Industry December 2002 - January 2007
The MONY Group January 1998 - December 2002
Independent Insurance Agent June 1993 - August 1997
Skills
Health Insurance, Insurance, Investments, Consulting, Finance, Brokers, Bonds, Sales Management, Business Planning, Entrepreneurship, Business Development, Risk Management, Underwriting, Life Insurance, General Insurance
Education
Universidad 'Santa María' 1993 — 1999
Bachelor of Science
Rhode Island College, RI. United States 1985 — 1986
Business Management
Bristol High School, Bristol - RI, USA 1982 — 1985
Colegio Internacional de Caracas 1980 — 1982
Universidad Santa Maria, Caracas-Venezuela
Bachelor's, Business Management
Sandy Grant Sandy Grant's The MONY Group Experience July 1995 - September 2002
Job Human Resources Generalist at Budd Van Lines
Industry Human Resources
Experience
Budd Van Lines February 2015 - Present
Verizon Wireless July 2014 - February 2015
Budd Van Lines June 2014 - July 2014
Clinical Blend, LLC March 2011 - May 2014
Kessler Institute for Rehabilitation April 2013 - November 2013
American Cancer Society September 2012 - December 2012
Breathe Fitness Studio October 2008 - December 2009
Personal Best September 2002 - October 2008
The MONY Group July 1995 - September 2002
The MONY Group July 1995 - September 2002
Skills
Recruiting, Human Resources, Employee Relations, Sourcing, Performance Management, Time Management, Interviews, Organizational..., Management, Temporary Placement, Talent Acquisition, Temporary Staffing, Employment Law, New Hire Orientations, Training, Hiring, Personnel Management, Sales
Education
University of Delaware 1984 — 1988
Bachelor's degree
Jonathan Dayton
Budd Van Lines February 2015 - Present
Verizon Wireless July 2014 - February 2015
Budd Van Lines June 2014 - July 2014
Clinical Blend, LLC March 2011 - May 2014
Kessler Institute for Rehabilitation April 2013 - November 2013
American Cancer Society September 2012 - December 2012
Breathe Fitness Studio October 2008 - December 2009
Personal Best September 2002 - October 2008
The MONY Group July 1995 - September 2002
The MONY Group July 1995 - September 2002
Skills
Recruiting, Human Resources, Employee Relations, Sourcing, Performance Management, Time Management, Interviews, Organizational..., Management, Temporary Placement, Talent Acquisition, Temporary Staffing, Employment Law, New Hire Orientations, Training, Hiring, Personnel Management, Sales
Education
University of Delaware 1984 — 1988
Bachelor's degree
Jonathan Dayton
Phyllis Doloff Phyllis Doloff's The MONY Group Experience 1973 - 1995
Job Experienced Human Resources professional.
Industry Human Resources
Experience
Paramount Hotel Group April 2004 - February 2010
NYLCARE 1996 - 1999
The MONY Group 1973 - 1995
Skills
Employee Relations, Human Resources Policy..., Employee Communications, Management Coaching, Compensation Design and..., Internal Communications, Employee Engagement, Human Resource..., Performance Management, Organizational..., Personnel Management, Human Resources, HR Policies, Talent Acquisition, Recruiting, Succession Planning, Employee Training, Leadership Development, HRIS, Management Development, Employee Benefits, Onboarding, Benefits Administration, New Hire Orientations, Workforce Planning, Talent Management, Career Development, Organizational..., Employee Handbooks, Training
Education
State University of New York at Stony Brook 1969 — 1977
BA/MA, English Literature
Springfield Gardens High School
Paramount Hotel Group April 2004 - February 2010
NYLCARE 1996 - 1999
The MONY Group 1973 - 1995
Skills
Employee Relations, Human Resources Policy..., Employee Communications, Management Coaching, Compensation Design and..., Internal Communications, Employee Engagement, Human Resource..., Performance Management, Organizational..., Personnel Management, Human Resources, HR Policies, Talent Acquisition, Recruiting, Succession Planning, Employee Training, Leadership Development, HRIS, Management Development, Employee Benefits, Onboarding, Benefits Administration, New Hire Orientations, Workforce Planning, Talent Management, Career Development, Organizational..., Employee Handbooks, Training
Education
State University of New York at Stony Brook 1969 — 1977
BA/MA, English Literature
Springfield Gardens High School
Deepak Shenoy's The MONY Group Experience June 2001 - September 2004
Job Director of Shared Services at AXA Equitable
Industry Insurance
Experience
AXA US September 2013 - Present
AXA Equitable May 2010 - Present
AXA Equitable October 2007 - April 2010
AXA Equitable October 2004 - September 2007
The MONY Group June 2001 - September 2004
IL&FS September 1998 - July 2000
Skills
ETL, Databases, Informatica, Datastage, SDLC, DB2, Requirements Analysis, Building Relationships, Business Intelligence, Business Objects, Data Integration, Data Modeling, Data Warehousing, Enterprise Architecture, IT Cost Optimization, IT Operations Management, IT Outsourcing, IT Strategy, Operations Management, Oracle, Requirements Gathering, Siebel, Software Project..., Solution Architecture, Systems Analysis, VB.NET, Websphere
Education
Rochester Institute of Technology 2000 — 2001
Masters, Computer Science
University of Mumbai 1994 — 1998
Bachelors, Computer Engineering
AXA US September 2013 - Present
AXA Equitable May 2010 - Present
AXA Equitable October 2007 - April 2010
AXA Equitable October 2004 - September 2007
The MONY Group June 2001 - September 2004
IL&FS September 1998 - July 2000
Skills
ETL, Databases, Informatica, Datastage, SDLC, DB2, Requirements Analysis, Building Relationships, Business Intelligence, Business Objects, Data Integration, Data Modeling, Data Warehousing, Enterprise Architecture, IT Cost Optimization, IT Operations Management, IT Outsourcing, IT Strategy, Operations Management, Oracle, Requirements Gathering, Siebel, Software Project..., Solution Architecture, Systems Analysis, VB.NET, Websphere
Education
Rochester Institute of Technology 2000 — 2001
Masters, Computer Science
University of Mumbai 1994 — 1998
Bachelors, Computer Engineering
Russell G. Luce Russell G. Luce's The MONY Group Experience June 2002 - June 2003
Job President ,CEO, Public Speaker , Special Needs Planner
Industry Financial Services
Experience
Planning Legacies Financial Group January 2008 - Present
Foresters EQUITY SERVICES INC. 2003 - Present
Easter Seals Metropolitan Chicago June 2015 - 2015
Easter Seals Metropolitan Chicago 2015 - 2015
Easter Seals Metropolitan Chicago 2015 - 2015
Autism Society Of Illinois 2013 - 2015
Foresters Financial Partners June 2007 - September 2009
NAIFA 1994 - 2009
Foresters June 2003 - July 2005
The MONY Group June 2002 - June 2003
Skills
Insurance, Financial Planning, Investments, Financial Advisory, Annuities, Long Term Care, Retirement Planning, New Business Development, Retirement, Mutual Funds, Disability Insurance, Estate Planning, Term Life Insurance, Wealth Management, Public Speaking, Insurance Planning, Strategic Financial..., Long-term Care, Fixed Annuities, Financial Planners, Asset Allocation, IRAs, Life Insurance, Securities, Wealth Accumulation, Series 63, Investment Advisory, Series 7, Long Term Care Insurance, Roth IRA, 401k Rollovers, Series 6, Universal Life, Whole Life, Investment Strategies, Financial Services, Health Insurance, 401k, Wealth, Critical Illness, Wealth Management..., Pensions
Education
American College
CFP
Planning Legacies Financial Group January 2008 - Present
Foresters EQUITY SERVICES INC. 2003 - Present
Easter Seals Metropolitan Chicago June 2015 - 2015
Easter Seals Metropolitan Chicago 2015 - 2015
Easter Seals Metropolitan Chicago 2015 - 2015
Autism Society Of Illinois 2013 - 2015
Foresters Financial Partners June 2007 - September 2009
NAIFA 1994 - 2009
Foresters June 2003 - July 2005
The MONY Group June 2002 - June 2003
Skills
Insurance, Financial Planning, Investments, Financial Advisory, Annuities, Long Term Care, Retirement Planning, New Business Development, Retirement, Mutual Funds, Disability Insurance, Estate Planning, Term Life Insurance, Wealth Management, Public Speaking, Insurance Planning, Strategic Financial..., Long-term Care, Fixed Annuities, Financial Planners, Asset Allocation, IRAs, Life Insurance, Securities, Wealth Accumulation, Series 63, Investment Advisory, Series 7, Long Term Care Insurance, Roth IRA, 401k Rollovers, Series 6, Universal Life, Whole Life, Investment Strategies, Financial Services, Health Insurance, 401k, Wealth, Critical Illness, Wealth Management..., Pensions
Education
American College
CFP
TODD HAMMER, RFC's The MONY Group Experience 1997 - 2000
Job Wealth and Risk Management
Industry Financial Services
Experience
HammerFinancial September 1988 - Present
Lincoln Financial Advisors January 2012 - December 2014
Lenox Advisors January 2009 - April 2010
AXA US September 2005 - December 2008
New York Life 2003 - 2005
MetLife 2000 - 2003
The MONY Group 1997 - 2000
The Paul Revere Insurance Group September 1988 - 1997
Skills
Wealth Management, Finance, Financial Advisory, Fixed Annuities, Insurance, Retirement, Risk Management, Securities, Small Business, Retirement Planning, Hedge Funds, Investments, Strategic Financial..., Employee Benefits, Wealth, Financial Planning
Education
Tulane University 1975 — 1979
BA
Source Academy 1971 — 1975
HS
Dwight
HammerFinancial September 1988 - Present
Lincoln Financial Advisors January 2012 - December 2014
Lenox Advisors January 2009 - April 2010
AXA US September 2005 - December 2008
New York Life 2003 - 2005
MetLife 2000 - 2003
The MONY Group 1997 - 2000
The Paul Revere Insurance Group September 1988 - 1997
Skills
Wealth Management, Finance, Financial Advisory, Fixed Annuities, Insurance, Retirement, Risk Management, Securities, Small Business, Retirement Planning, Hedge Funds, Investments, Strategic Financial..., Employee Benefits, Wealth, Financial Planning
Education
Tulane University 1975 — 1979
BA
Source Academy 1971 — 1975
HS
Dwight
Howard Douglas, ChFC, CLU, MSFS, AEP Howard Douglas, ChFC, CLU, MSFS, AEP's The MONY Group Experience 1989 - 2005
Job Managing Partner, Equinox Financial Partners, LLC
Industry Financial Services
Experience
Equinox Financial Partners LLC February 2010 - Present
The MONY Group 1989 - 2005
Hobar Group Inc January 1980 - December 1990
Skills
Wealth Management, Financial Planning..., Investment Services, Business Succession..., Executive Benefits..., Long-term care planning..., Estate Planning..., Retirement Planning..., Insurance Planning, Tax-deferred investment..., Pension distribution..., IRA distribution..., personal financial..., Strategic financial...
Education
The American College 1993 — 2000
MSFS, CLU, ChFC, AEP, Financial Planning and Services
New York University - Leonard N. Stern School of Business 1968 — 1970
MBA, Tax and Finance
Syracuse University 1964 — 1968
BSIE, Engineering
Equinox Financial Partners LLC February 2010 - Present
The MONY Group 1989 - 2005
Hobar Group Inc January 1980 - December 1990
Skills
Wealth Management, Financial Planning..., Investment Services, Business Succession..., Executive Benefits..., Long-term care planning..., Estate Planning..., Retirement Planning..., Insurance Planning, Tax-deferred investment..., Pension distribution..., IRA distribution..., personal financial..., Strategic financial...
Education
The American College 1993 — 2000
MSFS, CLU, ChFC, AEP, Financial Planning and Services
New York University - Leonard N. Stern School of Business 1968 — 1970
MBA, Tax and Finance
Syracuse University 1964 — 1968
BSIE, Engineering
Stacey Kravitz, CPSM, C.P.M Stacey Kravitz, CPSM, C.P.M's The MONY Group Experience December 1988 - July 2004
Job Director, Global Procurement at Cushman & Wakefield
Industry Real Estate
Experience
Cushman & Wakefield June 2013 - Present
AXA Equitable July 2004 - March 2013
The MONY Group December 1988 - July 2004
Grey Advertising September 1986 - December 1988
Skills
Vendor Management, Procurement, Contract Management, Workday, Ariba, Sourcing, Strategic Sourcing, Business Strategy, Project Management, Process Improvement, Purchasing, Procure-to-Pay, ePlus, Iasta SmartSource, Budgets, Negotiation, Training, Ariba Buyer, DocuSign, Supply Management, Ariba eSourcing, Policies, Corporate Card, Risk Management, Financial Analysis, Procedures, purchasing card, outsourced travel..., outsourced mail services, outsourced food services, Change Management, Supplier Diversity, Open Text CLM, Hiperos
Education
State University of New York at Buffalo 1980 — 1984
Bachelor of Arts (B.A.), Cum Laude
Cushman & Wakefield June 2013 - Present
AXA Equitable July 2004 - March 2013
The MONY Group December 1988 - July 2004
Grey Advertising September 1986 - December 1988
Skills
Vendor Management, Procurement, Contract Management, Workday, Ariba, Sourcing, Strategic Sourcing, Business Strategy, Project Management, Process Improvement, Purchasing, Procure-to-Pay, ePlus, Iasta SmartSource, Budgets, Negotiation, Training, Ariba Buyer, DocuSign, Supply Management, Ariba eSourcing, Policies, Corporate Card, Risk Management, Financial Analysis, Procedures, purchasing card, outsourced travel..., outsourced mail services, outsourced food services, Change Management, Supplier Diversity, Open Text CLM, Hiperos
Education
State University of New York at Buffalo 1980 — 1984
Bachelor of Arts (B.A.), Cum Laude
David Bland's The MONY Group Experience 1998 - 2005
Job Principal at David C Bland
Industry Hospitality
Experience
David C Bland August 2012 - Present
Alvarez & Marsal Real Estate Advisory Services - Hospitality Group January 2010 - July 2012
Destination Hotels & Resorts June 2006 - March 2008
Intrawest 2005 - 2006
The MONY Group 1998 - 2005
Richfield Hospitality 1995 - 1997
Skills
Hospitality, Management, Investments, Hotels, Corporate Finance, Resorts, Strategic Planning, Real Estate Development, Contract Negotiation, Revenue Analysis, Budgets, Hospitality Management, Due Diligence, Hotel Management, Forecasting, Financial Analysis, Marketing Strategy, Negotiation, Portfolio Management, Luxury, Financial Modeling, Asset Managment, Real Estate Transactions, Real Estate Marketing, Real Estate Economics, Ski Resorts, Golf Resorts, Luxury Travel, Asset Management, Sales, Management Consulting, Business Planning, Mergers & Acquisitions, Business Strategy, Strategy, P&L, Start-ups, Real Estate, Competitive Analysis, Leadership
Education
University of California, Berkeley 1972 — 1976
Artium Baccalaureus, Economics
David C Bland August 2012 - Present
Alvarez & Marsal Real Estate Advisory Services - Hospitality Group January 2010 - July 2012
Destination Hotels & Resorts June 2006 - March 2008
Intrawest 2005 - 2006
The MONY Group 1998 - 2005
Richfield Hospitality 1995 - 1997
Skills
Hospitality, Management, Investments, Hotels, Corporate Finance, Resorts, Strategic Planning, Real Estate Development, Contract Negotiation, Revenue Analysis, Budgets, Hospitality Management, Due Diligence, Hotel Management, Forecasting, Financial Analysis, Marketing Strategy, Negotiation, Portfolio Management, Luxury, Financial Modeling, Asset Managment, Real Estate Transactions, Real Estate Marketing, Real Estate Economics, Ski Resorts, Golf Resorts, Luxury Travel, Asset Management, Sales, Management Consulting, Business Planning, Mergers & Acquisitions, Business Strategy, Strategy, P&L, Start-ups, Real Estate, Competitive Analysis, Leadership
Education
University of California, Berkeley 1972 — 1976
Artium Baccalaureus, Economics
Mark J Beck Mark J Beck's The MONY Group Experience 1985 - 1990
Job Web Dev Partner to Creative Agencies Specializing in Front and Backend Development
Industry Internet
Experience
The Boulevard Group January 2000 - Present
MassMutual Financial Group 1992 - 2000
Neuberger Berman 1990 - 1992
The MONY Group 1985 - 1990
Austin Information Systems 1983 - 1985
Skills
Web Design, E-commerce, Web Marketing, Marketing, Small Business, Web Development, SEM, Start-ups, Online Marketing, SEO, Social Media Marketing, Management, Graphic Design, Marketing Strategy, Email Marketing, Lead Generation, Entrepreneurship, Website Development, New Business Development, Web Analytics, Digital Marketing, Google Analytics, Nonprofits, Non-profits, WordPress, User Experience
Education
Susquehanna University 1979 — 1983
BA, Computer Science
The Boulevard Group January 2000 - Present
MassMutual Financial Group 1992 - 2000
Neuberger Berman 1990 - 1992
The MONY Group 1985 - 1990
Austin Information Systems 1983 - 1985
Skills
Web Design, E-commerce, Web Marketing, Marketing, Small Business, Web Development, SEM, Start-ups, Online Marketing, SEO, Social Media Marketing, Management, Graphic Design, Marketing Strategy, Email Marketing, Lead Generation, Entrepreneurship, Website Development, New Business Development, Web Analytics, Digital Marketing, Google Analytics, Nonprofits, Non-profits, WordPress, User Experience
Education
Susquehanna University 1979 — 1983
BA, Computer Science
Larry LaChanse Larry LaChanse's The MONY Group Experience June 1982 - August 2004
Job Self Employed at Zinc's Treasures
Industry Consumer Goods
Experience
Zinc's Treasures July 2013 - Present
AXA June 1982 - March 2013
AXA Technology Services June 1982 - March 2013
MQSoftware 1990 - 2008
IBM 1982 - 2008
The MONY Group June 1982 - August 2004
Mutual of New York 1982 - 2004
Royal & SunAlliance September 1977 - December 1980
Skills
WebSphere MQ, DB2, Unix, Disaster Recovery, WebSphere Application..., SDLC, SQL, Enterprise Architecture, Solution Architecture, SOA, Architecture, IT Strategy, Middleware, Oracle, Architectures, AIX, EAI, Integration, Performance Tuning
Education
State University of New York College at Buffalo 1973 — 1977
Bachelor of Science (BS), Accounting and Business/Management
Fayetteville Manlius 1970 — 1973
High School Regents Diploma, General Studies
Zinc's Treasures July 2013 - Present
AXA June 1982 - March 2013
AXA Technology Services June 1982 - March 2013
MQSoftware 1990 - 2008
IBM 1982 - 2008
The MONY Group June 1982 - August 2004
Mutual of New York 1982 - 2004
Royal & SunAlliance September 1977 - December 1980
Skills
WebSphere MQ, DB2, Unix, Disaster Recovery, WebSphere Application..., SDLC, SQL, Enterprise Architecture, Solution Architecture, SOA, Architecture, IT Strategy, Middleware, Oracle, Architectures, AIX, EAI, Integration, Performance Tuning
Education
State University of New York College at Buffalo 1973 — 1977
Bachelor of Science (BS), Accounting and Business/Management
Fayetteville Manlius 1970 — 1973
High School Regents Diploma, General Studies
Jeanette Taibi Jeanette Taibi's The MONY Group Experience August 1999 - May 2001
Job Tax Market Development at KPMG
Industry Financial Services
Experience
Melinae March 2013 - August 2014
Maritime Parc March 2012 - December 2012
Jefferies & Company December 2010 - February 2012
Comodo February 2010 - November 2010
Needham & Company August 2007 - February 2010
Morgan Stanley August 2004 - June 2006
Credit Suisse First Boston June 2001 - August 2004
The MONY Group August 1999 - May 2001
Credit ReMortgage Capital (the Related Companies) June 1998 - June 1999
Skills
Event Planning, Event Management, Corporate Communications, Corporate Events, Travel Management, Executive Calendar..., Heavy Calendaring, PowerPoint, Microsoft Excel, Microsoft Word, SharePoint, Lync, Outlook, WebEx, Marketing Communications, Roadshows, Conference Coordination, Conferences, Marketing Event Planning
Education
Stevens Institute of Technology 1992 — 1994
Biology/Biological Sciences, General
Immaculate Conception HS 1988 — 1992
High School, Honors/Regents High School/Secondary Diploma Program, 3.8
Saint Peter's University
Bachelor of Arts (B.A.), Business
Melinae March 2013 - August 2014
Maritime Parc March 2012 - December 2012
Jefferies & Company December 2010 - February 2012
Comodo February 2010 - November 2010
Needham & Company August 2007 - February 2010
Morgan Stanley August 2004 - June 2006
Credit Suisse First Boston June 2001 - August 2004
The MONY Group August 1999 - May 2001
Credit ReMortgage Capital (the Related Companies) June 1998 - June 1999
Skills
Event Planning, Event Management, Corporate Communications, Corporate Events, Travel Management, Executive Calendar..., Heavy Calendaring, PowerPoint, Microsoft Excel, Microsoft Word, SharePoint, Lync, Outlook, WebEx, Marketing Communications, Roadshows, Conference Coordination, Conferences, Marketing Event Planning
Education
Stevens Institute of Technology 1992 — 1994
Biology/Biological Sciences, General
Immaculate Conception HS 1988 — 1992
High School, Honors/Regents High School/Secondary Diploma Program, 3.8
Saint Peter's University
Bachelor of Arts (B.A.), Business
Scott Felgenhauer Scott Felgenhauer's The MONY Group Experience December 2000 - August 2001
Job Managing Director at SNI Companies
Industry Staffing and Recruiting
Experience
SNI Companies July 2015 - Present
Accounting Now November 2014 - June 2015
GHC Mechanical, Inc February 2012 - October 2014
Advantage Professional May 2011 - February 2012
Addison Search February 2010 - April 2011
Jackson Wabash (The MPS Group) March 2005 - February 2010
AIN Plastics (ThyssenKrupp) October 2004 - February 2005
Harrington Industrial Plastics January 2002 - October 2004
Morgan Stanley September 2001 - December 2001
The MONY Group December 2000 - August 2001
Skills
New Business Development, Account Management, Cold Calling, Recruiting, Applicant Tracking..., Talent Acquisition, Customer Service, Sales, Contract Negotiation, Negotiation, Technical Recruiting, Sales Management, Sourcing, Employee Relations, Strategic Planning, Process Improvement, Budgets, Temporary Staffing, Microsoft Office, Team Building, Leadership, Management
Education
University of Iowa 1993 — 1998
BA, English
Schaumburg High School 1989 — 1993
SNI Companies July 2015 - Present
Accounting Now November 2014 - June 2015
GHC Mechanical, Inc February 2012 - October 2014
Advantage Professional May 2011 - February 2012
Addison Search February 2010 - April 2011
Jackson Wabash (The MPS Group) March 2005 - February 2010
AIN Plastics (ThyssenKrupp) October 2004 - February 2005
Harrington Industrial Plastics January 2002 - October 2004
Morgan Stanley September 2001 - December 2001
The MONY Group December 2000 - August 2001
Skills
New Business Development, Account Management, Cold Calling, Recruiting, Applicant Tracking..., Talent Acquisition, Customer Service, Sales, Contract Negotiation, Negotiation, Technical Recruiting, Sales Management, Sourcing, Employee Relations, Strategic Planning, Process Improvement, Budgets, Temporary Staffing, Microsoft Office, Team Building, Leadership, Management
Education
University of Iowa 1993 — 1998
BA, English
Schaumburg High School 1989 — 1993
Bryan Gaskamp Bryan Gaskamp's The MONY Group Experience June 1999 - December 2001
Job Managing Partner at Houston Capital Partners
Industry Financial Services
Experience
Houston Capital Partners July 2011 - Present
Strategic Financial Group/ MassMutual December 2001 - July 2011
The MONY Group June 1999 - December 2001
Morgan Stanley May 1998 - June 1999
Skills
Retirement Planning, Strategic Financial..., Investments, Wealth Management, Retirement, Insurance, Fixed Annuities, Life Insurance, Securities, Estate Planning, Mutual Funds, Series 7, Financial Planners, Disability Insurance, Investment Advisory, Series 63, Serier 65
Education
Texas State University 1995 — 1998
BBA, Marketing
Houston Capital Partners July 2011 - Present
Strategic Financial Group/ MassMutual December 2001 - July 2011
The MONY Group June 1999 - December 2001
Morgan Stanley May 1998 - June 1999
Skills
Retirement Planning, Strategic Financial..., Investments, Wealth Management, Retirement, Insurance, Fixed Annuities, Life Insurance, Securities, Estate Planning, Mutual Funds, Series 7, Financial Planners, Disability Insurance, Investment Advisory, Series 63, Serier 65
Education
Texas State University 1995 — 1998
BBA, Marketing
Barbara Kester, FLMI, ACS, AIAA Barbara Kester, FLMI, ACS, AIAA's The MONY Group Experience 1982 - 1999
Job Project Analyst at Hannover Life Reassurance Company of America
Industry Insurance
Experience
Hannover Life Reassurance Company of America February 2009 - Present
Scottish Re 2005 - 2009
ING 1999 - 2005
The MONY Group 1982 - 1999
Skills
Insurance, Business Analysis, Process Improvement, Reinsurance, Financial Risk, Risk Management, Life Insurance, Software Documentation, Requirements Gathering
Education
University of Colorado at Denver 1980 — 1982
Hannover Life Reassurance Company of America February 2009 - Present
Scottish Re 2005 - 2009
ING 1999 - 2005
The MONY Group 1982 - 1999
Skills
Insurance, Business Analysis, Process Improvement, Reinsurance, Financial Risk, Risk Management, Life Insurance, Software Documentation, Requirements Gathering
Education
University of Colorado at Denver 1980 — 1982
Ryan Labbe Ryan Labbe's The MONY Group Experience 2002 - 2003
Job Proposal Consultant at CIGNA Group Insurance
Industry Insurance
Experience
CIGNA Group Insurance October 2007 - Present
Aetna 2006 - 2007
The MONY Group 2002 - 2003
Skills
Health Insurance
Education
University of Hartford 2002 — 2005
Masters of Arts, Communication
University of Hartford 1998 — 2002
BA, English & Technical Wriing
CIGNA Group Insurance October 2007 - Present
Aetna 2006 - 2007
The MONY Group 2002 - 2003
Skills
Health Insurance
Education
University of Hartford 2002 — 2005
Masters of Arts, Communication
University of Hartford 1998 — 2002
BA, English & Technical Wriing
Anna Bodine Anna Bodine's The MONY Group Experience 1999 - 2004
Job Branch Manager / First Vice President, Investments at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James April 2015 - Present
Raymond James October 2010 - Present
AXA Advisors April 2009 - September 2010
AXA Advisors April 2008 - April 2009
AXA Equitable January 2007 - February 2008
AXA Equitable October 2004 - December 2006
The MONY Group 1999 - 2004
Skills
Operations Management, Recruiting, Practice Management, Business Integration, Investments, Wealth Management, Life Insurance
Education
St. Edward's University 2011 — 2016
Bachelor of Arts (B.A.), Organizational Leadership
The University of Texas at Austin 1993 — 1995
Raymond James April 2015 - Present
Raymond James October 2010 - Present
AXA Advisors April 2009 - September 2010
AXA Advisors April 2008 - April 2009
AXA Equitable January 2007 - February 2008
AXA Equitable October 2004 - December 2006
The MONY Group 1999 - 2004
Skills
Operations Management, Recruiting, Practice Management, Business Integration, Investments, Wealth Management, Life Insurance
Education
St. Edward's University 2011 — 2016
Bachelor of Arts (B.A.), Organizational Leadership
The University of Texas at Austin 1993 — 1995
Stuart Simchowitz, AIF, C(k)P, PRP Stuart Simchowitz, AIF, C(k)P, PRP's The MONY Group Experience October 1988 - November 1991
Job Director of Retirement Plan Services at RMR Wealth Builders, Inc.
Industry Financial Services
Experience
RMR Wealth Builders, Inc. November 2014 - Present
The Plan Sponsor University November 2014 - Present
Calton & Associates, Inc. October 2014 - Present
Sammax Consultants Ltd. December 1991 - Present
Sammax Consultants, Ltd. December 1991 - Present
American Portfolios 2008 - October 2014
Avenir Equity LLC July 2002 - October 2007
The MONY Group October 1988 - November 1991
Skills
Wealth Management, Management, Retirement Planning, Investments, Retirement, Mutual Funds, Financial Advisory, 401k, Asset Allocation, Employee Benefits, Investment Advisory, Finance, Financial Services, Asset Management, Securities, Defined Benefit, Insurance, Financial Planning, Alternative Investments, Retirement Plan..., ERISA, 403 b, Profit Sharing, Non-Qualified Deferred..., Captive Insurance
Education
Queens College 1977 — 1978
Marketing
State University of New York College at Brockport 1974 — 1977
BA, Far Eastern History
RMR Wealth Builders, Inc. November 2014 - Present
The Plan Sponsor University November 2014 - Present
Calton & Associates, Inc. October 2014 - Present
Sammax Consultants Ltd. December 1991 - Present
Sammax Consultants, Ltd. December 1991 - Present
American Portfolios 2008 - October 2014
Avenir Equity LLC July 2002 - October 2007
The MONY Group October 1988 - November 1991
Skills
Wealth Management, Management, Retirement Planning, Investments, Retirement, Mutual Funds, Financial Advisory, 401k, Asset Allocation, Employee Benefits, Investment Advisory, Finance, Financial Services, Asset Management, Securities, Defined Benefit, Insurance, Financial Planning, Alternative Investments, Retirement Plan..., ERISA, 403 b, Profit Sharing, Non-Qualified Deferred..., Captive Insurance
Education
Queens College 1977 — 1978
Marketing
State University of New York College at Brockport 1974 — 1977
BA, Far Eastern History
Don Germano, ChFC Don Germano, ChFC's The MONY Group Experience May 1977 - December 2004
Job Financial Planner at BeltzIanni & Associates
Industry Financial Services
Experience
Beltz,Ianni & Associates March 2011 - Present
AXA Advisors January 2005 - February 2011
The MONY Group May 1977 - December 2004
Skills
Investments, Insurance, Retirement Planning, Retirement, Securities, Managerial Finance
Education
St. Bernard's School of Theology 1997 — 2001
MA, Theology
The American College
ChFC, Finance
St. Bonaventure University 1969 — 1973
BBA, Finance
Bishop Kearney High School 1965 — 1969
Beltz,Ianni & Associates March 2011 - Present
AXA Advisors January 2005 - February 2011
The MONY Group May 1977 - December 2004
Skills
Investments, Insurance, Retirement Planning, Retirement, Securities, Managerial Finance
Education
St. Bernard's School of Theology 1997 — 2001
MA, Theology
The American College
ChFC, Finance
St. Bonaventure University 1969 — 1973
BBA, Finance
Bishop Kearney High School 1965 — 1969
John Jaye, CLU John Jaye, CLU's The MONY Group Experience December 1988 - November 2004
Job Registered Representative at Equity Services, Inc.
Industry Financial Services
Experience
Equity Services, Inc. September 2014 - Present
National Life Group July 2014 - Present
Dome Financial Services, LTD 2004 - Present
Ameritas Investment Corp. 2005 - September 2014
The MONY Group December 1988 - November 2004
Prudential Financial September 1984 - October 1987
Skills
Investments, Financial Services, Securities, Disability Insurance, Retirement, Life Insurance, Fixed Annuities, FINRA, Finance, Wealth Management, Tax
Education
University of Iowa - Henry B. Tippie College of Business 1973 — 1977
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General and Marketing
Equity Services, Inc. September 2014 - Present
National Life Group July 2014 - Present
Dome Financial Services, LTD 2004 - Present
Ameritas Investment Corp. 2005 - September 2014
The MONY Group December 1988 - November 2004
Prudential Financial September 1984 - October 1987
Skills
Investments, Financial Services, Securities, Disability Insurance, Retirement, Life Insurance, Fixed Annuities, FINRA, Finance, Wealth Management, Tax
Education
University of Iowa - Henry B. Tippie College of Business 1973 — 1977
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General and Marketing
Lawrence Galardi's The MONY Group Experience September 1987 - November 1996
Job Director of Internal Communications at Alexion Pharmaceuticals, Inc.
Industry Public Relations and Communications
Experience
Alexion Pharmaceuticals, Inc. October 2013 - Present
Siemens Healthcare Diagnostics May 2012 - September 2013
Deloitte Services LP June 2010 - April 2012
Lawrence Galardi Communications March 2009 - June 2010
IBM November 1996 - February 2009
The MONY Group September 1987 - November 1996
Skills
Media Relations, Public Speaking, Video, Editorial, Communication Training, Grant Writing, Internal Communications, Corporate Communications, Strategic Communications, Thought Leadership, Crisis Communications, Speech Writing, Messaging, Marketing Communications, Public Relations, Social Media, Communications Planning, Event Management, Copywriting, Strategic Planning, Creative Direction, Digital Marketing, Corporate Social..., Management, Integrated Marketing, Press Releases, Strategy, Social Media Marketing, Crisis Management, Leadership, Marketing, B2B, Newsletters, Training, Content Development, Reputation Management, Corporate Branding, Social Networking, Web Content, New Media, Web Content Management, Intranet, Management Consulting, Blogging, Team Leadership, Editing, Content Strategy, Digital Media, Copy Editing, Analyst Relations
Education
Rider University 1980 — 1984
BA, Journalism, Public Relations
St. Mary's High School 1976 — 1980
Alexion Pharmaceuticals, Inc. October 2013 - Present
Siemens Healthcare Diagnostics May 2012 - September 2013
Deloitte Services LP June 2010 - April 2012
Lawrence Galardi Communications March 2009 - June 2010
IBM November 1996 - February 2009
The MONY Group September 1987 - November 1996
Skills
Media Relations, Public Speaking, Video, Editorial, Communication Training, Grant Writing, Internal Communications, Corporate Communications, Strategic Communications, Thought Leadership, Crisis Communications, Speech Writing, Messaging, Marketing Communications, Public Relations, Social Media, Communications Planning, Event Management, Copywriting, Strategic Planning, Creative Direction, Digital Marketing, Corporate Social..., Management, Integrated Marketing, Press Releases, Strategy, Social Media Marketing, Crisis Management, Leadership, Marketing, B2B, Newsletters, Training, Content Development, Reputation Management, Corporate Branding, Social Networking, Web Content, New Media, Web Content Management, Intranet, Management Consulting, Blogging, Team Leadership, Editing, Content Strategy, Digital Media, Copy Editing, Analyst Relations
Education
Rider University 1980 — 1984
BA, Journalism, Public Relations
St. Mary's High School 1976 — 1980
Larry Frye Larry Frye's The MONY Group Experience June 1985 - July 1992
Job Director, Credit & Collections / US Transactions Devivery Centers at National Grid
Industry
Experience
National Grid July 1993 - Present
Mincom Business Systems July 1992 - July 1993
The MONY Group June 1985 - July 1992
Computer Operator January 1985 - June 1985
Skills
Change Management, Vendor Management, Risk Management, Business Analysis, PeopleSoft, SAP, Process Improvement, Natural Gas, Business Process..., Business Process, Analysis, Invoicing, Program Management, Energy, Management, Project Planning, Project Management, Process Engineering
Education
SUNY Empire State College 1996 — 1998
Bachelors of Professional Studies, MIS
Bryant and Stratton Business Institute
Associate of Occupational Science, Computer Programming
National Grid July 1993 - Present
Mincom Business Systems July 1992 - July 1993
The MONY Group June 1985 - July 1992
Computer Operator January 1985 - June 1985
Skills
Change Management, Vendor Management, Risk Management, Business Analysis, PeopleSoft, SAP, Process Improvement, Natural Gas, Business Process..., Business Process, Analysis, Invoicing, Program Management, Energy, Management, Project Planning, Project Management, Process Engineering
Education
SUNY Empire State College 1996 — 1998
Bachelors of Professional Studies, MIS
Bryant and Stratton Business Institute
Associate of Occupational Science, Computer Programming
Bob Goldenberg Bob Goldenberg's The MONY Group Experience 1999 - 2004
Job Retirement is everything I'd hoped it would be
Industry Financial Services
Experience
Valencia Reserve September 2011 - Present
The Guardian Life Insurance Company of America 2009 - November 2011
Guardian Life Insurance April 2009 - September 2011
AXA Equitable 2004 - March 2008
AXA Equitable Life Insurance 2004 - 2008
AXA Financial 2004 - 2008
AXA Distributors 2004 - 2008
AXA 1996 - 2008
The MONY Group 1999 - 2004
The MONY Group / Mutual of New York 1996 - 2004
Skills
Fixed Annuities, Retirement, Product Management, Insurance, Marketing, Leadership, Financial Services, Management, Sales, Team Leadership, Sales Management, Product Development, Series 7, Mutual Funds, Retirement Planning
Education
State University of New York - System 1998 — 2001
Bachelor of Science, Marketing
Valencia Reserve September 2011 - Present
The Guardian Life Insurance Company of America 2009 - November 2011
Guardian Life Insurance April 2009 - September 2011
AXA Equitable 2004 - March 2008
AXA Equitable Life Insurance 2004 - 2008
AXA Financial 2004 - 2008
AXA Distributors 2004 - 2008
AXA 1996 - 2008
The MONY Group 1999 - 2004
The MONY Group / Mutual of New York 1996 - 2004
Skills
Fixed Annuities, Retirement, Product Management, Insurance, Marketing, Leadership, Financial Services, Management, Sales, Team Leadership, Sales Management, Product Development, Series 7, Mutual Funds, Retirement Planning
Education
State University of New York - System 1998 — 2001
Bachelor of Science, Marketing
Barney McAuley Barney McAuley's The MONY Group Experience August 1981 - March 1998
Job Managing Partner
Industry Real Estate
Experience
Tricom Real Estate Group March 2011 - Present
Cushman & Wakefield October 2008 - February 2011
PM Realty Group 2005 - 2008
Archon Group 1999 - 2001
The MONY Group August 1981 - March 1998
Skills
Disposition, Due Diligence, Real Estate, CMBS
Education
Bernard Baruch College NYC 1982 — 1984
Graduate Studies, Finance
The University of Connecticut 1977 — 1981
BS, Real Estate and Urban Economics
Tricom Real Estate Group March 2011 - Present
Cushman & Wakefield October 2008 - February 2011
PM Realty Group 2005 - 2008
Archon Group 1999 - 2001
The MONY Group August 1981 - March 1998
Skills
Disposition, Due Diligence, Real Estate, CMBS
Education
Bernard Baruch College NYC 1982 — 1984
Graduate Studies, Finance
The University of Connecticut 1977 — 1981
BS, Real Estate and Urban Economics
Sandy Dershem-Vega's The MONY Group Experience July 1981 - October 2001
Job Financial Operations Principal and Chief Compliance Officer at Country Club Financial Services, Inc.
Industry Financial Services
Experience
Country Club Financial Services, Inc. April 2002 - Present
Country Club Financial Services, Inc. April 2002 - Present
The MONY Group July 1981 - October 2001
Skills
Series 7, Insurance, Series 24, Compliance, Series 27
Education
The University of Kansas
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Kansas
Bachelor of Science, Business Administration
Country Club Financial Services, Inc. April 2002 - Present
Country Club Financial Services, Inc. April 2002 - Present
The MONY Group July 1981 - October 2001
Skills
Series 7, Insurance, Series 24, Compliance, Series 27
Education
The University of Kansas
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Kansas
Bachelor of Science, Business Administration
Aric Johnson's The MONY Group Experience June 2004 - September 2004
Job .net project lead
Industry Information Technology and Services
Experience
Aramark March 2015 - Present
HMS February 2012 - March 2015
Greatbatch, Inc. June 2005 - February 2012
The MONY Group June 2004 - September 2004
Skills
C#, VB.NET, SQL Server, WPF, WCF, ASP.NET, SQL, Microsoft SQL Server, SSRS, Requirements Analysis, Testing, Databases, Process Improvement, Visio, SharePoint, Crystal Reports, Project Management, Leadership, Cross-functional Team..., Management, Troubleshooting, Software Development, Oracle, .NET
Education
State University of New York at Buffalo - School of Management 2007 — 2010
MBA, Business
Rochester Institute of Technology 2002 — 2006
Bachelor of Science, Information Technology
Aramark March 2015 - Present
HMS February 2012 - March 2015
Greatbatch, Inc. June 2005 - February 2012
The MONY Group June 2004 - September 2004
Skills
C#, VB.NET, SQL Server, WPF, WCF, ASP.NET, SQL, Microsoft SQL Server, SSRS, Requirements Analysis, Testing, Databases, Process Improvement, Visio, SharePoint, Crystal Reports, Project Management, Leadership, Cross-functional Team..., Management, Troubleshooting, Software Development, Oracle, .NET
Education
State University of New York at Buffalo - School of Management 2007 — 2010
MBA, Business
Rochester Institute of Technology 2002 — 2006
Bachelor of Science, Information Technology
Steven K. Rabinaw, CPC, QPA, QKA, AIF®'s The MONY Group Experience July 1987 - January 2005
Job Senior Retirement Plan Marketing Specialist at Stifel, Nicolaus & Company, Incorporated
Industry Financial Services
Experience
Stifel, Nicolaus January 2012 - Present
National Life Group June 2009 - April 2011
Fidelity Investments November 2006 - May 2009
The MONY Group July 1987 - January 2005
Skills
Retirement, Retirement Planning, Marketing qualified..., Fixed Annuities, Marketing, Employee Benefits, Pensions, Qualified Retirement..., Mutual Funds, Insurance, Series 63, 401k, Series 6, Financial Services, Strategic Financial..., Estate Planning, Financial Advisory, Life Insurance, Strategy, Investments, Wealth Management, Asset Allocation, Investment Advisory, Series 7, FINRA, Defined Benefit, IRAs, Securities
Education
State University of New York at Albany
BA
Stifel, Nicolaus January 2012 - Present
National Life Group June 2009 - April 2011
Fidelity Investments November 2006 - May 2009
The MONY Group July 1987 - January 2005
Skills
Retirement, Retirement Planning, Marketing qualified..., Fixed Annuities, Marketing, Employee Benefits, Pensions, Qualified Retirement..., Mutual Funds, Insurance, Series 63, 401k, Series 6, Financial Services, Strategic Financial..., Estate Planning, Financial Advisory, Life Insurance, Strategy, Investments, Wealth Management, Asset Allocation, Investment Advisory, Series 7, FINRA, Defined Benefit, IRAs, Securities
Education
State University of New York at Albany
BA
Silvia Zahn's The MONY Group Experience May 2000 - April 2002
Job Experienced employee communications professional
Industry Public Relations and Communications
Experience
EmblemHealth December 2009 - Present
Ernst & Young September 2008 - July 2009
Philips Electronics North America March 2006 - August 2008
ALM Media, Inc November 2004 - March 2006
Wanted in Rome September 2002 - April 2004
The MONY Group May 2000 - April 2002
Skills
Internal Communications, Employee Engagement, Project Management, Strategic Communications, Social Media, Writing, Editing, Intranet Strategy, Newsletters, Communications Planning, Project Planning, Web Content, Publications, Brand Management, Copywriting, Content Strategy, Marketing Communications, Change Management, Content Management, Event Management, Management, Content Development, Copy Editing, Speech Writing, Corporate Branding, Blogging, Journalism, Editorial, Reputation Management, Human Resources, Digital Media, Marketing
Education
Rutgers, The State University of New Jersey-New Brunswick
BA
EmblemHealth December 2009 - Present
Ernst & Young September 2008 - July 2009
Philips Electronics North America March 2006 - August 2008
ALM Media, Inc November 2004 - March 2006
Wanted in Rome September 2002 - April 2004
The MONY Group May 2000 - April 2002
Skills
Internal Communications, Employee Engagement, Project Management, Strategic Communications, Social Media, Writing, Editing, Intranet Strategy, Newsletters, Communications Planning, Project Planning, Web Content, Publications, Brand Management, Copywriting, Content Strategy, Marketing Communications, Change Management, Content Management, Event Management, Management, Content Development, Copy Editing, Speech Writing, Corporate Branding, Blogging, Journalism, Editorial, Reputation Management, Human Resources, Digital Media, Marketing
Education
Rutgers, The State University of New Jersey-New Brunswick
BA
John-Paul Gerhold's The MONY Group Experience May 2000 - July 2004
Job Entrepreneur & looking for more
Industry Package/Freight Delivery
Experience
Gerhold Enterpise LLC, dba US Mailroom (Bala Cynwyd Shopping Ctr) December 2004 - Present
Gerhold Enterpises LLC. dba US Mailroom December 2004 - Present
Ameritas Investment Corp. May 2003 - August 2004
The MONY Group May 2000 - July 2004
Skills
PIAA Basketball Referee
Education
Saint Joseph's University 1996 — 2000
Business, Finance
Perkiomen Prepatory School
Gerhold Enterpise LLC, dba US Mailroom (Bala Cynwyd Shopping Ctr) December 2004 - Present
Gerhold Enterpises LLC. dba US Mailroom December 2004 - Present
Ameritas Investment Corp. May 2003 - August 2004
The MONY Group May 2000 - July 2004
Skills
PIAA Basketball Referee
Education
Saint Joseph's University 1996 — 2000
Business, Finance
Perkiomen Prepatory School
Randy Bolt, C.L.U., C.C.A.'s The MONY Group Experience January 1986 - January 2006
Job Financial Advisor at Ridgeway & Conger, Inc
Industry Financial Services
Experience
Ridgeway & Conger, Inc January 2011 - Present
The Mony Group January 1986 - January 2006
Skills
Retirement Planning, Insurance, Strategic Planning, Finance, College Education..., Alternative Investments, Safe Money Investments, Social Security Planning, Wealth Management, 529 Plans, Asset Allocation
Education
Southern Methodist University 1973 — 1976
Bachelor's Degree, Business, Management, Marketing, Finance
Nat. Institute of Certified College Planners 2006 — 2006
CCPS- Certified College Planning Specialist, College Planning and Advising
The American College 1986 — 1991
Chartered Life Underwriter designation, Insurance, Finance, Estate and Retirement Planning, C.L.U/ designation
Ridgeway & Conger, Inc January 2011 - Present
The Mony Group January 1986 - January 2006
Skills
Retirement Planning, Insurance, Strategic Planning, Finance, College Education..., Alternative Investments, Safe Money Investments, Social Security Planning, Wealth Management, 529 Plans, Asset Allocation
Education
Southern Methodist University 1973 — 1976
Bachelor's Degree, Business, Management, Marketing, Finance
Nat. Institute of Certified College Planners 2006 — 2006
CCPS- Certified College Planning Specialist, College Planning and Advising
The American College 1986 — 1991
Chartered Life Underwriter designation, Insurance, Finance, Estate and Retirement Planning, C.L.U/ designation
Harvey Glass's The MONY Group Experience 1998 - 2000
Job Insurance Consultant
Industry Insurance
Experience
Agency Advisors November 1999 - Present
Agency Advisors 1999 - Present
The MONY Group 1998 - 2000
MONY (Mutual Of New York) 1998 - 1999
Berkshire Life Insurance Co. 1979 - 1994
the Travelers 1970 - 1979
Skills
Wealth Transfer, Estate Planning, Insurance, Sales Management, Public Speaking, Consultative Selling, Asset Protection, Annuity, Disability Insurance, Retirement Planning, Fixed Annuities, Wealth, Roth IRA, Investments, Employee Benefits, Retirement, Long-term Care, Universal Life, 401k, Mutual Funds, Term Life Insurance, Long Term Care Insurance, Strategic Financial..., Selling, Wealth Management, Critical Illness, Life Insurance, Whole Life, Health Insurance, Financial Planners, IRAs, 401k Rollovers, Financial Advisory, Indexed Annuities, Wealth Accumulation
Education
The American College 1976 — 1981
CLU, ChFC, Financial and Insurance Planning
Agency Advisors November 1999 - Present
Agency Advisors 1999 - Present
The MONY Group 1998 - 2000
MONY (Mutual Of New York) 1998 - 1999
Berkshire Life Insurance Co. 1979 - 1994
the Travelers 1970 - 1979
Skills
Wealth Transfer, Estate Planning, Insurance, Sales Management, Public Speaking, Consultative Selling, Asset Protection, Annuity, Disability Insurance, Retirement Planning, Fixed Annuities, Wealth, Roth IRA, Investments, Employee Benefits, Retirement, Long-term Care, Universal Life, 401k, Mutual Funds, Term Life Insurance, Long Term Care Insurance, Strategic Financial..., Selling, Wealth Management, Critical Illness, Life Insurance, Whole Life, Health Insurance, Financial Planners, IRAs, 401k Rollovers, Financial Advisory, Indexed Annuities, Wealth Accumulation
Education
The American College 1976 — 1981
CLU, ChFC, Financial and Insurance Planning
Tara (Eirich) McCarten's The MONY Group Experience 2000 - 2004
Job Managing Director, Chief Administrative Officer
Industry Financial Services
Experience
Pershing: Managed Investments, Lockwood and Albridge August 2008 - Present
Pershing Managed Account Solutions (Formerly Lockwood) August 2008 - July 2010
Morgan Stanley 2005 - 2008
The MONY Group 2000 - 2004
Lehman Brothers 1998 - 2000
Fidelity 1996 - 1998
Skills
Managed Accounts, Correspondent Clearing, Prime Brokerage, Administration, Account Management, Contract Negotiation, Operations Management, Vendor Management
Education
Saint Joseph's University 1987 — 1991
BS, Business Administration
Manasquan High School 1983 — 1987
College Prep
Sea Girt Elementary 1975 — 1983
Pershing: Managed Investments, Lockwood and Albridge August 2008 - Present
Pershing Managed Account Solutions (Formerly Lockwood) August 2008 - July 2010
Morgan Stanley 2005 - 2008
The MONY Group 2000 - 2004
Lehman Brothers 1998 - 2000
Fidelity 1996 - 1998
Skills
Managed Accounts, Correspondent Clearing, Prime Brokerage, Administration, Account Management, Contract Negotiation, Operations Management, Vendor Management
Education
Saint Joseph's University 1987 — 1991
BS, Business Administration
Manasquan High School 1983 — 1987
College Prep
Sea Girt Elementary 1975 — 1983
Mike Bleser's The MONY Group Experience 2000 - 2003
Job Sr Interactive Developer at Eric Mower + Associates
Industry Internet
Experience
Eric Mower + Associates February 2004 - Present
The MONY Group 2000 - 2003
SUNY Oswego 1998 - 2000
Skills
Flash, ColdFusion, ASP.NET, Ektron Content..., JavaScript, Dreamweaver, ActionScript, HTML, CMS, SEO, PHP, Photoshop, Visual Studio, ASP, jQuery, CSS, HTML 5, Web Development, Web Design, User Experience, User Interface Design, Interactive Marketing, Google Analytics, Art Direction, Illustrator, Web Content Management, Interaction Design, Social Media Marketing, SQL, Adobe Creative Suite, Information Architecture, AJAX, Creative Direction, JSON, Interactive Advertising, Integrated Marketing, Concept Development, Branding & Identity, Creative Strategy, Typography, Logo Design, Digital Strategy, Email Marketing, Brand Development, Digital Marketing, Corporate Identity
Education
State University of New York College at Oswego 1996 — 2000
Major: Information Science, Minor: Computer Science
Eric Mower + Associates February 2004 - Present
The MONY Group 2000 - 2003
SUNY Oswego 1998 - 2000
Skills
Flash, ColdFusion, ASP.NET, Ektron Content..., JavaScript, Dreamweaver, ActionScript, HTML, CMS, SEO, PHP, Photoshop, Visual Studio, ASP, jQuery, CSS, HTML 5, Web Development, Web Design, User Experience, User Interface Design, Interactive Marketing, Google Analytics, Art Direction, Illustrator, Web Content Management, Interaction Design, Social Media Marketing, SQL, Adobe Creative Suite, Information Architecture, AJAX, Creative Direction, JSON, Interactive Advertising, Integrated Marketing, Concept Development, Branding & Identity, Creative Strategy, Typography, Logo Design, Digital Strategy, Email Marketing, Brand Development, Digital Marketing, Corporate Identity
Education
State University of New York College at Oswego 1996 — 2000
Major: Information Science, Minor: Computer Science
Scott Schulenburg's The MONY Group Experience February 2001 - September 2004
Job Senior Vice President / Director of Transfer Agency at UMB Fund Services
Industry Financial Services
Experience
UMB Fund Services November 2014 - Present
UMB Fund Services December 2012 - Present
UMB Fund Services December 2011 - May 2013
UMB Fund Services May 2010 - December 2011
UMB Fund Services July 2005 - May 2010
WorthMark Financial Services 2005 - 2005
The MONY Group February 2001 - September 2004
U.S. Bank 1999 - 2001
Wells Fargo 1998 - 2000
Skills
Client Relationship..., Fund Services, Transfer Agency, Client Services, Client Communications, Mutual Funds, Project Management, Alternative Investments, Process Improvement, Microsoft Excel, Strategic Planning, Financial Analysis, Problem Resolution, Collective Trusts, Financial Services, Series 7, Series 24, Series 66, CRM, Investments, Finance, Fund Accounting, Hedge Funds, Asset Allocation, Management, Asset Management, Fixed Income, Series 63, Equities, Wealth Management, Fund Administration
Education
University of Phoenix 2006 — 2008
Masters of Business Administration
University of Minnesota-Twin Cities 1995 — 1999
BS, Economics
Pius 1991 — 1995
UMB Fund Services November 2014 - Present
UMB Fund Services December 2012 - Present
UMB Fund Services December 2011 - May 2013
UMB Fund Services May 2010 - December 2011
UMB Fund Services July 2005 - May 2010
WorthMark Financial Services 2005 - 2005
The MONY Group February 2001 - September 2004
U.S. Bank 1999 - 2001
Wells Fargo 1998 - 2000
Skills
Client Relationship..., Fund Services, Transfer Agency, Client Services, Client Communications, Mutual Funds, Project Management, Alternative Investments, Process Improvement, Microsoft Excel, Strategic Planning, Financial Analysis, Problem Resolution, Collective Trusts, Financial Services, Series 7, Series 24, Series 66, CRM, Investments, Finance, Fund Accounting, Hedge Funds, Asset Allocation, Management, Asset Management, Fixed Income, Series 63, Equities, Wealth Management, Fund Administration
Education
University of Phoenix 2006 — 2008
Masters of Business Administration
University of Minnesota-Twin Cities 1995 — 1999
BS, Economics
Pius 1991 — 1995
Maureen O'Donnell's The MONY Group Experience January 2000 - August 2000
Job Regional Sales Manager (NJ, DE, and Eastern PA) at Clinton Learning Solutions, LLC
Industry Education Management
Experience
Clinton Learning Solutions, LLC August 2013 - Present
CITYSPACE April 2012 - 2013
Keller Williams Realty March 2010 - April 2012
Coldwell Banker Realty Corp Associates October 2005 - March 2010
GMAC Realty October 2004 - May 2005
Gilberti Stinziano Heintz & Smith, PC October 2001 - January 2004
Wilmer Cutler and Pickering 2000 - 2001
The MONY Group January 2000 - August 2000
Lincoln Financial Group July 1999 - January 2000
Lincoln Financial Group August 1998 - July 1999
Skills
Real Estate, Real Estate Transactions, Real Estate Development, Condos, Foreclosures, Short Sales, Relocation, Investment Properties, REO, Single Family Homes, Investors, Negotiation, Sellers, Luxury, Leases, First Time Home Buyers, Property Management, Buyer Representation, Investments
Education
Temple University 2012 — 2013
Master of Education (MEd), Secondary Certification: Biology
Union College 1993 — 1997
BA, Environmental Studies Conc: Biology
Hotchkiss 1989 — 1993
Clinton Learning Solutions, LLC August 2013 - Present
CITYSPACE April 2012 - 2013
Keller Williams Realty March 2010 - April 2012
Coldwell Banker Realty Corp Associates October 2005 - March 2010
GMAC Realty October 2004 - May 2005
Gilberti Stinziano Heintz & Smith, PC October 2001 - January 2004
Wilmer Cutler and Pickering 2000 - 2001
The MONY Group January 2000 - August 2000
Lincoln Financial Group July 1999 - January 2000
Lincoln Financial Group August 1998 - July 1999
Skills
Real Estate, Real Estate Transactions, Real Estate Development, Condos, Foreclosures, Short Sales, Relocation, Investment Properties, REO, Single Family Homes, Investors, Negotiation, Sellers, Luxury, Leases, First Time Home Buyers, Property Management, Buyer Representation, Investments
Education
Temple University 2012 — 2013
Master of Education (MEd), Secondary Certification: Biology
Union College 1993 — 1997
BA, Environmental Studies Conc: Biology
Hotchkiss 1989 — 1993
Howard Rosenblatt's The MONY Group Experience August 1970 - May 2005
Job Attorney
Industry Legal Services
Experience
Howard M. Rosenblatt, P.A. June 1985 - Present
The Florida Bar 2012 - Present
The MONY Group August 1970 - May 2005
MONY 1970 - 2005
Skills
Estate Planning, Elder Law, Probate, Retirement Planning, Retirement, Wealth, Asset Protection, Disability Insurance, Trusts, Long-term Care, 401k, Guardianship, Life Insurance, Insurance, Wills, Fixed Annuities, Estate Administration, Term Life Insurance, Wealth Management, Litigation, Powers of Attorney, Whole Life, Probation
Education
The American College 1983 — 1984
Chartered Financial Consultant, Financial Planning and Services
University of Florida - Fredric G. Levin College of Law 1977 — 1981
Juris Doctor, Law
The American College 1974 — 1977
Chartered Life Underwriter, Insurance
University of Florida 1965 — 1969
Bachelor of Arts in Education, History-English
Howard M. Rosenblatt, P.A. June 1985 - Present
The Florida Bar 2012 - Present
The MONY Group August 1970 - May 2005
MONY 1970 - 2005
Skills
Estate Planning, Elder Law, Probate, Retirement Planning, Retirement, Wealth, Asset Protection, Disability Insurance, Trusts, Long-term Care, 401k, Guardianship, Life Insurance, Insurance, Wills, Fixed Annuities, Estate Administration, Term Life Insurance, Wealth Management, Litigation, Powers of Attorney, Whole Life, Probation
Education
The American College 1983 — 1984
Chartered Financial Consultant, Financial Planning and Services
University of Florida - Fredric G. Levin College of Law 1977 — 1981
Juris Doctor, Law
The American College 1974 — 1977
Chartered Life Underwriter, Insurance
University of Florida 1965 — 1969
Bachelor of Arts in Education, History-English
Stuart Quattlebaum's The MONY Group Experience 2000 - 2002
Job
Industry Insurance
Experience
AXA Equitable 2008 - Present
CSC January 2006 - May 2008
John Hancock Life Insurance Company (U.S.A.) 2004 - 2005
PayPal (an eBay company) 2002 - 2004
The MONY Group 2000 - 2002
CNA 1999 - 2000
Kemper Insurance 1997 - 1999
Skills
Insurance, SDLC, Requirements Gathering, Vendor Management, Business Requirements, PMO, CRM, Project Management, Quality Management, Financial Analysis, Business Process..., Team Building, Leadership, Integration, Web Development, Vendor Relationship..., Underwriting, Business Intelligence, Product Development, Project Planning, Software Development, Government, Continuous Improvement, Change Management, Business Analysis, Requirements Analysis, Software Project..., Business Process
Education
St. Mary's University 1985 — 1989
Bachelor's Degree, Political Science, Graduated with Highest Honors
AXA Equitable 2008 - Present
CSC January 2006 - May 2008
John Hancock Life Insurance Company (U.S.A.) 2004 - 2005
PayPal (an eBay company) 2002 - 2004
The MONY Group 2000 - 2002
CNA 1999 - 2000
Kemper Insurance 1997 - 1999
Skills
Insurance, SDLC, Requirements Gathering, Vendor Management, Business Requirements, PMO, CRM, Project Management, Quality Management, Financial Analysis, Business Process..., Team Building, Leadership, Integration, Web Development, Vendor Relationship..., Underwriting, Business Intelligence, Product Development, Project Planning, Software Development, Government, Continuous Improvement, Change Management, Business Analysis, Requirements Analysis, Software Project..., Business Process
Education
St. Mary's University 1985 — 1989
Bachelor's Degree, Political Science, Graduated with Highest Honors
Jeremy Kallen's The MONY Group Experience 2000 - 2001
Job Sr Business Intelligence Consultant at Decision First Technologies
Industry Information Technology and Services
Experience
Decision First Technologies July 2010 - Present
Firemans Fund Insurance Company May 2009 - July 2010
Decision First Technologies Inc June 2008 - May 2009
Fireman's Fund April 2006 - May 2008
John Hancock May 2003 - November 2005
The MONY Group 2000 - 2001
Skills
Data Modeling, Business Analysis, Business Intelligence, Business Objects, Consulting, DB2, Dashboard, Data Warehousing, Database Design, ETL, SAP, T-SQL
Education
The University of Connecticut School of Business 2002 — 2005
MBA, Finance and Operations
Decision First Technologies July 2010 - Present
Firemans Fund Insurance Company May 2009 - July 2010
Decision First Technologies Inc June 2008 - May 2009
Fireman's Fund April 2006 - May 2008
John Hancock May 2003 - November 2005
The MONY Group 2000 - 2001
Skills
Data Modeling, Business Analysis, Business Intelligence, Business Objects, Consulting, DB2, Dashboard, Data Warehousing, Database Design, ETL, SAP, T-SQL
Education
The University of Connecticut School of Business 2002 — 2005
MBA, Finance and Operations
Skip Rice's The MONY Group Experience 1986 - 1987
Job Brokerage General Agent
Industry Insurance
Experience
DIAdvisor March 2003 - Present
The Marketing Alliance 2013 - 2013
The Score Group, Inc. 2001 - 2003
Paul Revere 1992 - 1996
The MONY Group 1986 - 1987
Skills
Disability Insurance, Key Person Insurance, Business Overhead..., Health Insurance, Retirement Planning, Term Life Insurance, Income Protection, Leadership, Long Term Care Insurance, Financial Advisory, Long-term Care, Fixed Annuities, Indexed Universal Life, Whole Life, Life Insurance, Critical Illness, Universal Life, Insurance, Retirement, Underwriting
Education
Texas Wesleyan University 1981 — 1985
Business Administration and Marketing
DIAdvisor March 2003 - Present
The Marketing Alliance 2013 - 2013
The Score Group, Inc. 2001 - 2003
Paul Revere 1992 - 1996
The MONY Group 1986 - 1987
Skills
Disability Insurance, Key Person Insurance, Business Overhead..., Health Insurance, Retirement Planning, Term Life Insurance, Income Protection, Leadership, Long Term Care Insurance, Financial Advisory, Long-term Care, Fixed Annuities, Indexed Universal Life, Whole Life, Life Insurance, Critical Illness, Universal Life, Insurance, Retirement, Underwriting
Education
Texas Wesleyan University 1981 — 1985
Business Administration and Marketing
Rudy Chaffin's The MONY Group Experience March 2001 - October 2002
Job Assistant Vice President, FirstMerit Bank. Registered Representative, The Investment Center at FirstMerit Bank.
Industry Banking
Experience
FirstMerit Bank February 2004 - Present
The Investment Center at FirstMerit Bank May 2013 - Present
US Bank November 2002 - January 2004
The MONY Group March 2001 - October 2002
Skills
Banking, Deposits, Investments, Small Business, Savings, Mortgage, Credit, Sales Management, Profitability, Mortgage Lending, Refinance, Internet Banking, HSA, Home Equity Loans, Home Equity Lines of..., Small Business Lending, Loans, Sales, Underwriting, FHA, Profit, Loan Origination, Finance, Commercial Banking, Consumer Lending, Retail Banking, Portfolio Management, Commercial Lending, Mortgage Banking, Financial Services, Health Savings Accounts, Management, Training, Policy
Education
The Ohio State University 1996 — 2001
Bachelors of Science, Family Financial Management
Franklin Heights High School 1992 — 1996
FirstMerit Bank February 2004 - Present
The Investment Center at FirstMerit Bank May 2013 - Present
US Bank November 2002 - January 2004
The MONY Group March 2001 - October 2002
Skills
Banking, Deposits, Investments, Small Business, Savings, Mortgage, Credit, Sales Management, Profitability, Mortgage Lending, Refinance, Internet Banking, HSA, Home Equity Loans, Home Equity Lines of..., Small Business Lending, Loans, Sales, Underwriting, FHA, Profit, Loan Origination, Finance, Commercial Banking, Consumer Lending, Retail Banking, Portfolio Management, Commercial Lending, Mortgage Banking, Financial Services, Health Savings Accounts, Management, Training, Policy
Education
The Ohio State University 1996 — 2001
Bachelors of Science, Family Financial Management
Franklin Heights High School 1992 — 1996
Bernadette(Flanagan) Coyle's The MONY Group Experience 1987 - 1990
Job VP Operations at Prudential Real Estate Investors
Industry Financial Services
Experience
Prudential Real Estate Investors ControllerJLWRA1993 - 1997
Sylvan Lawrence Company 1990 - 1993
The MONY Group 1987 - 1990
Skills
Asset Managment, Real Estate Economics
Education
State University of New York College at Oswego 1981 — 1984
State University of New York College at Oswego 1980 — 1984
BS, Bus Admin/Accounting
Commack HS North 1977 — 1980
Diploma
Prudential Real Estate Investors ControllerJLWRA1993 - 1997
Sylvan Lawrence Company 1990 - 1993
The MONY Group 1987 - 1990
Skills
Asset Managment, Real Estate Economics
Education
State University of New York College at Oswego 1981 — 1984
State University of New York College at Oswego 1980 — 1984
BS, Bus Admin/Accounting
Commack HS North 1977 — 1980
Diploma
Boris Miketic's The MONY Group Experience April 1990 - March 1992
Job Javni biljeznik notary public, prijevodi, punomoci hrvatsko drzavljanstvo, nasljednicke izjave, ovjere, izjave, oporuk
Industry Aviation & Aerospace
Experience
Croatia Travel Agency,Inc. January 1993 - Present
Croatia Travel Agency, Inc. March 1992 - Present
The MONY Group April 1990 - March 1992
NYLIFE January 1990 - January 1991
Skills
Strategic Planning, Contract Negotiation, Negotiation, Airlines, Team Building, Marketing Strategy, Business Strategy, Product Development, New Business Development, Mergers, Business Planning, Aerospace, Budgets, Aviation, Business Development, Strategy, Start-ups, Sales Management, Sales, Program Management, Change Management, Hiring, sales planing, Operations Management, Analysis, Entrepreneurship, Leadership
Education
City University of New York-Queens College 1986 — 1990
Bachelor of Science (BS), Economics
University of Zagreb-Law school
Law
Croatia Travel Agency,Inc. January 1993 - Present
Croatia Travel Agency, Inc. March 1992 - Present
The MONY Group April 1990 - March 1992
NYLIFE January 1990 - January 1991
Skills
Strategic Planning, Contract Negotiation, Negotiation, Airlines, Team Building, Marketing Strategy, Business Strategy, Product Development, New Business Development, Mergers, Business Planning, Aerospace, Budgets, Aviation, Business Development, Strategy, Start-ups, Sales Management, Sales, Program Management, Change Management, Hiring, sales planing, Operations Management, Analysis, Entrepreneurship, Leadership
Education
City University of New York-Queens College 1986 — 1990
Bachelor of Science (BS), Economics
University of Zagreb-Law school
Law
Stephen Schaack, CFP®'s The MONY Group Experience January 2002 - September 2004
Job Sr. Regional Vice President at Western & Southern Financial Group
Industry Investment Management
Experience
Western & Southern Financial Group January 2015 - Present
Saratoga Capital Management, LLC December 2013 - January 2015
Penn Mutual May 2007 - September 2013
Penn Mutual May 2012 - December 2012
TD Ameritrade March 2007 - May 2007
John Hancock May 2005 - June 2006
The MONY Group January 2002 - September 2004
John Hancock Financial Services May 2001 - December 2001
John Hancock Financial Services February 2000 - May 2001
John Hancock Financial Services January 1999 - February 2000
Education
University of Massachusetts, Amherst
BA, Marketing and Sales
Wharton School, University of Pennsylvania 2012 — 2012
Retirement Income Planning Certificate
University of New Hampshire
Associate of Arts (A.A.)
Burke Mountain Academy 1989 — 1993
High School
Western & Southern Financial Group January 2015 - Present
Saratoga Capital Management, LLC December 2013 - January 2015
Penn Mutual May 2007 - September 2013
Penn Mutual May 2012 - December 2012
TD Ameritrade March 2007 - May 2007
John Hancock May 2005 - June 2006
The MONY Group January 2002 - September 2004
John Hancock Financial Services May 2001 - December 2001
John Hancock Financial Services February 2000 - May 2001
John Hancock Financial Services January 1999 - February 2000
Education
University of Massachusetts, Amherst
BA, Marketing and Sales
Wharton School, University of Pennsylvania 2012 — 2012
Retirement Income Planning Certificate
University of New Hampshire
Associate of Arts (A.A.)
Burke Mountain Academy 1989 — 1993
High School
Abe Brustein's The MONY Group Experience 1998 - 2004
Job Regional Vice President at Woodbury Financial Services
Industry Financial Services
Experience
Woodbury Financial Services December 2014 - Present
Cetera Advisor Networks LLC December 2012 - December 2014
Woodbury Financial Services May 2006 - August 2012
The MONY Group 1998 - 2004
MONY LIFE INSURANCE COMPANY 1998 - 2004
Penn Mutual 1987 - 1993
Skills
Series 7, Series 63, Fixed Annuities, Roth IRA, Series 6, IRAs, Retirement Planning, Retirement, Long-term Care, Securities, Wealth Accumulation, 401k, Investment Advisory, Mutual Funds, Alternative Investments, Wealth Management, Asset Allocation, Estate Planning, Life Insurance, Financial Advisory, Professional..., CLU, ChFC, CLF, Masters of Science &..., Insurance, FINRA
Education
The American College 1983 — 1985
Master of Science in Management, Managment
The 1964 — 1968
Bachelor of Arts (B.A.), Political Science and Government
The University of Connecticut 1964 — 1968
Bachelor's degree, Political Science and Government
Woodbury Financial Services December 2014 - Present
Cetera Advisor Networks LLC December 2012 - December 2014
Woodbury Financial Services May 2006 - August 2012
The MONY Group 1998 - 2004
MONY LIFE INSURANCE COMPANY 1998 - 2004
Penn Mutual 1987 - 1993
Skills
Series 7, Series 63, Fixed Annuities, Roth IRA, Series 6, IRAs, Retirement Planning, Retirement, Long-term Care, Securities, Wealth Accumulation, 401k, Investment Advisory, Mutual Funds, Alternative Investments, Wealth Management, Asset Allocation, Estate Planning, Life Insurance, Financial Advisory, Professional..., CLU, ChFC, CLF, Masters of Science &..., Insurance, FINRA
Education
The American College 1983 — 1985
Master of Science in Management, Managment
The 1964 — 1968
Bachelor of Arts (B.A.), Political Science and Government
The University of Connecticut 1964 — 1968
Bachelor's degree, Political Science and Government
Jackie Skryd's The MONY Group Experience November 1996 - April 2005
Job Financial AdvisorValicRetirement Planning Consultant
Industry Financial Services
Experience
VALIC Financial Advisor February 2008 - Present
AXA April 2005 - January 2007
The MONY Group November 1996 - April 2005
FLORIDA SPECIAL OLYMPICS April 1992 - October 1996
University of Florida August 1988 - April 1992
Skills
Insurance, Retirement Planning, Microsoft Excel, Strategic Planning, Employee Benefits, Leadership, Microsoft Office, Customer Service, Fixed Annuities, Program Management, Term Life Insurance, Team Building, Finance, Retirement, Financial Analysis, Sales, Disability Insurance, Financial Services, Coaching
Education
Southern Illinois University, Carbondale 1980 — 1988
VALIC Financial Advisor February 2008 - Present
AXA April 2005 - January 2007
The MONY Group November 1996 - April 2005
FLORIDA SPECIAL OLYMPICS April 1992 - October 1996
University of Florida August 1988 - April 1992
Skills
Insurance, Retirement Planning, Microsoft Excel, Strategic Planning, Employee Benefits, Leadership, Microsoft Office, Customer Service, Fixed Annuities, Program Management, Term Life Insurance, Team Building, Finance, Retirement, Financial Analysis, Sales, Disability Insurance, Financial Services, Coaching
Education
Southern Illinois University, Carbondale 1980 — 1988
Digna Figueroa's The MONY Group Experience 2003 - 2004
Job Director, Infratructure Development at MetLife
Industry Financial Services
Experience
MetLife December 2006 - Present
MetLife Financial Services 2006 - Present
AXA-Equitable 2004 - 2006
The MONY Group 2003 - 2004
The MONY Group (acquired by AXA Financial) 1981 - 2004
The MONY Group / AXA Financial 1981 - 2004
Education
Saint Peter's University 1996 — 2000
MetLife December 2006 - Present
MetLife Financial Services 2006 - Present
AXA-Equitable 2004 - 2006
The MONY Group 2003 - 2004
The MONY Group (acquired by AXA Financial) 1981 - 2004
The MONY Group / AXA Financial 1981 - 2004
Education
Saint Peter's University 1996 — 2000
Jay Marturano,CLU,ChFC,CIS,LUTCF's The MONY Group Experience 1995 - 2005
Job Owner at Lion Street
Industry Financial Services
Experience
Lion Street September 2014 - Present
SERVICE Wealth Management January 2012 - Present
Kenmar Wealth Management December 2009 - January 2012
Woodbury Financial Services 2009 - 2011
AXA Advisors August 1995 - December 2009
The MONY Group 1995 - 2005
Prudential Financial February 1992 - August 1995
Simmons Business Systems January 1991 - February 1992
Lawrence, O' Donnell, Marcus& Company May 1990 - January 1991
Skills
Retirement Planning, Retirement, Investments, Wealth Management, Finance, Estate Planning, Insurance, Securities, Asset Allocation, Mutual Funds
Education
Institute of Business & Finance 2011 — 2011
Certified Income Specialist, Retirement Income Strategies
University of Pennsylvania - The Wharton School 2007 — 2007
Retirement Planning Specialist Certificate
Harvard University - Advest Institute 2000 — 2001
Program on Behavioral Finance & Portfolio Analytics under Professor Harold Langlois
American College 1997 — 1998
CLU/ChFC, Financial Planning, Life Insurance, Investments, Taxation, Group Benefits, Life Insurance Law
University of Pittsburgh 1986 — 1990
Bachelors, Economics/Psychology
Lion Street September 2014 - Present
SERVICE Wealth Management January 2012 - Present
Kenmar Wealth Management December 2009 - January 2012
Woodbury Financial Services 2009 - 2011
AXA Advisors August 1995 - December 2009
The MONY Group 1995 - 2005
Prudential Financial February 1992 - August 1995
Simmons Business Systems January 1991 - February 1992
Lawrence, O' Donnell, Marcus& Company May 1990 - January 1991
Skills
Retirement Planning, Retirement, Investments, Wealth Management, Finance, Estate Planning, Insurance, Securities, Asset Allocation, Mutual Funds
Education
Institute of Business & Finance 2011 — 2011
Certified Income Specialist, Retirement Income Strategies
University of Pennsylvania - The Wharton School 2007 — 2007
Retirement Planning Specialist Certificate
Harvard University - Advest Institute 2000 — 2001
Program on Behavioral Finance & Portfolio Analytics under Professor Harold Langlois
American College 1997 — 1998
CLU/ChFC, Financial Planning, Life Insurance, Investments, Taxation, Group Benefits, Life Insurance Law
University of Pittsburgh 1986 — 1990
Bachelors, Economics/Psychology
Lee Gorodetsky's The MONY Group Experience May 1995 - May 2001
Job Owner, L & S Insurance
Industry Insurance
Experience
L & S Insurance May 1993 - Present
MONY Life Insurance August 1995 - June 2001
The MONY Group May 1995 - May 2001
Skills
Marketing, Sales, Public Speaking, Executive Management, Real Estate, Condos, Foreclosures, Investment Properties, Short Sales, Sellers, Single Family Homes, Selling, Insurance, Leadership, Brokerage, Listings, Relocation, Management, Contract Negotiation, Luxury, Mortgage Lending, Property Management, Commercial Real Estate, Referrals, Loans, Real Estate Development, Buyer Representation, Small Business, Investments, Real Property, Rentals, FHA, Customer Service, Mortgage Banking, New Home Sales, New Homes, Purchasing, Finance, Property, Refinance, Leases, Resellers, Real Estate Economics, Apartments, Real Estate Financing
Education
Southern New Hampshire University 1979 — 1983
BS, Management
Southern New Hampshire University 1979 — 1983
BS, Business Management
L & S Insurance May 1993 - Present
MONY Life Insurance August 1995 - June 2001
The MONY Group May 1995 - May 2001
Skills
Marketing, Sales, Public Speaking, Executive Management, Real Estate, Condos, Foreclosures, Investment Properties, Short Sales, Sellers, Single Family Homes, Selling, Insurance, Leadership, Brokerage, Listings, Relocation, Management, Contract Negotiation, Luxury, Mortgage Lending, Property Management, Commercial Real Estate, Referrals, Loans, Real Estate Development, Buyer Representation, Small Business, Investments, Real Property, Rentals, FHA, Customer Service, Mortgage Banking, New Home Sales, New Homes, Purchasing, Finance, Property, Refinance, Leases, Resellers, Real Estate Economics, Apartments, Real Estate Financing
Education
Southern New Hampshire University 1979 — 1983
BS, Management
Southern New Hampshire University 1979 — 1983
BS, Business Management
Jeremy Bernstein's The MONY Group Experience September 1995 - January 1996
Job Director of Revenue Services at Jackson Lewis P.C.
Industry Legal Services
Experience
Jackson Lewis P.C. August 2013 - Present
Jackson Lewis LLP March 2010 - July 2013
Loeb & Loeb LLP October 2008 - March 2010
Heller Ehrman LLP November 2007 - October 2008
Heller Ehrman LLP November 2002 - October 2007
Morrison & Foerster LLP January 2002 - November 2002
Orrick, Herrington & Sutcliffe LLP December 1998 - January 2002
Bloomberg April 1998 - December 1998
Wilson Elser June 1996 - April 1998
The MONY Group September 1995 - January 1996
Skills
Legal Writing, Outlook, Mergers, Microsoft Office, Microsoft Excel, Litigation, Litigation Support, Invoicing, Accounts Payable, Mergers & Acquisitions, Accounts Receivable, Civil Litigation, Contract Negotiation, Finance, Legal Research
Education
State University of New York at Stony Brook 1991 — 1995
Jackson Lewis P.C. August 2013 - Present
Jackson Lewis LLP March 2010 - July 2013
Loeb & Loeb LLP October 2008 - March 2010
Heller Ehrman LLP November 2007 - October 2008
Heller Ehrman LLP November 2002 - October 2007
Morrison & Foerster LLP January 2002 - November 2002
Orrick, Herrington & Sutcliffe LLP December 1998 - January 2002
Bloomberg April 1998 - December 1998
Wilson Elser June 1996 - April 1998
The MONY Group September 1995 - January 1996
Skills
Legal Writing, Outlook, Mergers, Microsoft Office, Microsoft Excel, Litigation, Litigation Support, Invoicing, Accounts Payable, Mergers & Acquisitions, Accounts Receivable, Civil Litigation, Contract Negotiation, Finance, Legal Research
Education
State University of New York at Stony Brook 1991 — 1995
Brad Hack's The MONY Group Experience 2001 - 2004
Job Lead Manager Systems Analysis at AXA Equitable
Industry Insurance
Experience
AXA Equitable April 2001 - Present
The MONY Group 2001 - 2004
Priceline WebHouse Club 2000 - 2001
Skills
WebSphere Message Broker, WebSphere MQ, API Development, Web Services API, IBM Certified Developer, IBM Certified, SOA, XML, Enterprise Architecture, SDLC, Data Integration, XSLT, Systems Analysis, DB2, XSL, XML Spy, XML Schema, Websphere, BPEL, JavaScript, HTML, Java, Oracle, SQL, Integration, Requirements Analysis, Business Analysis, Requirements Gathering, Visio, Batch Processing, Data Modeling, Agile Methodologies, CMMI, B2B software, Solution Architecture, Business Process..., Vendor Management, Software Project..., IT Strategy
Education
State University of New York College at Geneseo 1996 — 2000
Bachelor's Degree, Business Administration and Management, Computer Information Systems
AXA Equitable April 2001 - Present
The MONY Group 2001 - 2004
Priceline WebHouse Club 2000 - 2001
Skills
WebSphere Message Broker, WebSphere MQ, API Development, Web Services API, IBM Certified Developer, IBM Certified, SOA, XML, Enterprise Architecture, SDLC, Data Integration, XSLT, Systems Analysis, DB2, XSL, XML Spy, XML Schema, Websphere, BPEL, JavaScript, HTML, Java, Oracle, SQL, Integration, Requirements Analysis, Business Analysis, Requirements Gathering, Visio, Batch Processing, Data Modeling, Agile Methodologies, CMMI, B2B software, Solution Architecture, Business Process..., Vendor Management, Software Project..., IT Strategy
Education
State University of New York College at Geneseo 1996 — 2000
Bachelor's Degree, Business Administration and Management, Computer Information Systems
Sue Kot's The MONY Group Experience 1986 - 1998
Job Sr. Programmer/Analyst at SUNY Upstate Medical University
Industry Information Technology and Services
Experience
SUNY Upstate Medical University December 2009 - Present
Site Management Services 2000 - 2009
The MONY Group 1986 - 1998
Skills
SQL, Visio, Web Design, Data Analysis, Healthcare, Software Development, Healthcare Information...
Education
State University of New York College at Oswego 1984 — 1986
BS in Computer Science, Computer Science, Math
SUNY Morrisville 1981 — 1983
Assoc. Degree in Liberal Arts/Math, Math, Computer Science, Chemistry
Oneida High School 1977 — 1981
SUNY Upstate Medical University December 2009 - Present
Site Management Services 2000 - 2009
The MONY Group 1986 - 1998
Skills
SQL, Visio, Web Design, Data Analysis, Healthcare, Software Development, Healthcare Information...
Education
State University of New York College at Oswego 1984 — 1986
BS in Computer Science, Computer Science, Math
SUNY Morrisville 1981 — 1983
Assoc. Degree in Liberal Arts/Math, Math, Computer Science, Chemistry
Oneida High School 1977 — 1981
Timothy Looney, CPA's The MONY Group Experience 2000 - 2004
Job Chief Financial Officer at Stock USA Execution Services, inc
Industry Financial Services
Experience
Stock USA Execution Services, inc December 2012 - Present
Westport Resources October 2008 - September 2012
Stock USA Investment January 2007 - October 2008
ACS December 2004 - December 2006
The MONY Group 2000 - 2004
Venture Captital Firm March 1998 - February 2000
Yamaichi 1996 - 1998
Natwest 1995 - 1997
SmithBarney 1989 - 1995
American Express 1989 - 1993
Skills
Securities, Accounting, Auditing, Mutual Funds, Due Diligence
Education
Saint Joseph's University 1983 — 1987
Stock USA Execution Services, inc December 2012 - Present
Westport Resources October 2008 - September 2012
Stock USA Investment January 2007 - October 2008
ACS December 2004 - December 2006
The MONY Group 2000 - 2004
Venture Captital Firm March 1998 - February 2000
Yamaichi 1996 - 1998
Natwest 1995 - 1997
SmithBarney 1989 - 1995
American Express 1989 - 1993
Skills
Securities, Accounting, Auditing, Mutual Funds, Due Diligence
Education
Saint Joseph's University 1983 — 1987
Gary Ward, CFP, CLU, ChFC, CASL's The MONY Group Experience 1998 - 2004
Job Regional Sales Director at Lincoln Financial Group helping Brokers, Banks, CPAs and RIAs increase revenues
Industry Financial Services
Experience
Lincoln Financial Group December 2014 - Present
Aviva plc March 2010 - December 2013
The Hartford May 2005 - February 2010
Hartford Life May 2005 - February 2010
MONY- AXA September 1998 - May 2005
The MONY Group 1998 - 2004
Guardian Life Insurance 1992 - 1998
Skills
Insurance, Series 6, Series 63, Series 7, Series 24, Investments, Financial Planning, Sales Recruitment, Sales Skills Training, Wholesale Sales, Wealth Management, Marketing, Strategic Financial..., Financial Services, Recruiting, Life Insurance, Fixed Annuities, Retirement, Asset Management, Retirement Planning, Disability Insurance, Mutual Funds, Wealth, Long-term Care, Estate Planning, Term Life Insurance, Financial Planners, Wholesale, Selling Skills, Sales
Education
College for Financial Planning 1992 — 1994
CFP, Financial Planing
University of Connecticut
Bachelor Science, Political Science
Lincoln Financial Group December 2014 - Present
Aviva plc March 2010 - December 2013
The Hartford May 2005 - February 2010
Hartford Life May 2005 - February 2010
MONY- AXA September 1998 - May 2005
The MONY Group 1998 - 2004
Guardian Life Insurance 1992 - 1998
Skills
Insurance, Series 6, Series 63, Series 7, Series 24, Investments, Financial Planning, Sales Recruitment, Sales Skills Training, Wholesale Sales, Wealth Management, Marketing, Strategic Financial..., Financial Services, Recruiting, Life Insurance, Fixed Annuities, Retirement, Asset Management, Retirement Planning, Disability Insurance, Mutual Funds, Wealth, Long-term Care, Estate Planning, Term Life Insurance, Financial Planners, Wholesale, Selling Skills, Sales
Education
College for Financial Planning 1992 — 1994
CFP, Financial Planing
University of Connecticut
Bachelor Science, Political Science
Eric Platzer's The MONY Group Experience January 2001 - September 2003
Job Sales associate at Brothers International
Industry Marketing and Advertising
Experience
Brothers International February 2009 - Present
Legends October 2003 - Present
The MONY Group January 2001 - September 2003
Education
St. John Fisher College 1993 — 1997
Brothers International February 2009 - Present
Legends October 2003 - Present
The MONY Group January 2001 - September 2003
Education
St. John Fisher College 1993 — 1997
Laura Crawford's The MONY Group Experience April 2003 - August 2004
Job Experienced Compliance Professional
Industry Financial Services
Experience
Hold Brothers Capital LLC August 2012 - Present
Robert Half International/HSBC 2012 - 2012
Adecco Group/Credit Suisse July 2011 - September 2011
Genesis Securities April 2009 - April 2011
E*TRADE Financial August 2004 - February 2009
The MONY Group April 2003 - August 2004
Investec Asset Management May 2000 - April 2003
Wit Soundview Corp 2000 - 2001
PaineWebber 1995 - 2000
Skills
Series 7, FINRA, AML, Series 24, Securities
Education
Rider University 1990 — 1994
BA, History, Political Science
Hold Brothers Capital LLC August 2012 - Present
Robert Half International/HSBC 2012 - 2012
Adecco Group/Credit Suisse July 2011 - September 2011
Genesis Securities April 2009 - April 2011
E*TRADE Financial August 2004 - February 2009
The MONY Group April 2003 - August 2004
Investec Asset Management May 2000 - April 2003
Wit Soundview Corp 2000 - 2001
PaineWebber 1995 - 2000
Skills
Series 7, FINRA, AML, Series 24, Securities
Education
Rider University 1990 — 1994
BA, History, Political Science
Sunil Gudhka's The MONY Group Experience December 2001 - April 2002
Job Founder/CEO at MedicallyEquipped.com
Industry Wholesale
Experience
MedicallyEquipped.com April 2012 - Present
Uniform States of America 2010 - 2015
University Books, LLC September 1999 - June 2014
The MONY Group December 2001 - April 2002
Marsh August 1999 - December 2001
Merrill Lynch June 1996 - August 1999
Skills
Financial Risk, Alternative Investments, Portfolio Management, Financial Analysis, Investments, Insurance, Budgets, Underwriting, Business Development, Business Strategy, Risk Management, New Business Development, Small Business, Sales, Customer Service, Marketing, Business Planning, Strategy, Medical Devices, Entrepreneurship
Education
Seton Hall University 1995 — 1999
Dual Bachelor's Degree, Finance and Managment
MedicallyEquipped.com April 2012 - Present
Uniform States of America 2010 - 2015
University Books, LLC September 1999 - June 2014
The MONY Group December 2001 - April 2002
Marsh August 1999 - December 2001
Merrill Lynch June 1996 - August 1999
Skills
Financial Risk, Alternative Investments, Portfolio Management, Financial Analysis, Investments, Insurance, Budgets, Underwriting, Business Development, Business Strategy, Risk Management, New Business Development, Small Business, Sales, Customer Service, Marketing, Business Planning, Strategy, Medical Devices, Entrepreneurship
Education
Seton Hall University 1995 — 1999
Dual Bachelor's Degree, Finance and Managment
Carla Cohn's The MONY Group Experience January 1987 - January 2004
Job Consultant
Industry Financial Services
Experience
Consulting May 2009 - Present
MuniMae April 2005 - April 2009
MMA Financial April 2005 - April 2009
Municipal Mortgage & Equity, LLC April 2005 - April 2009
AXA Financial July 2004 - April 2005
The MONY Group January 1987 - January 2004
ROYAL INSURANCE CO January 1978 - January 1987
Skills
Asset Managment, Business Analysis, SDLC, Business Process..., Asset Management, Visio, Investments, Business Process, Project Management, Management, Strategy, Leadership, Business Intelligence, Change Management, Software Documentation, Integration, Consulting, Process Improvement, Information Technology
Education
State University of New York College at Oswego
BS, Applied Mathematical Economics
Consulting May 2009 - Present
MuniMae April 2005 - April 2009
MMA Financial April 2005 - April 2009
Municipal Mortgage & Equity, LLC April 2005 - April 2009
AXA Financial July 2004 - April 2005
The MONY Group January 1987 - January 2004
ROYAL INSURANCE CO January 1978 - January 1987
Skills
Asset Managment, Business Analysis, SDLC, Business Process..., Asset Management, Visio, Investments, Business Process, Project Management, Management, Strategy, Leadership, Business Intelligence, Change Management, Software Documentation, Integration, Consulting, Process Improvement, Information Technology
Education
State University of New York College at Oswego
BS, Applied Mathematical Economics
Gay Mattei's The MONY Group Experience 2000 - 2004
Job Associate Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual October 2010 - Present
Financial Architects October 2004 - October 2010
The MONY Group 2000 - 2004
Morgan Stanley 1997 - 2000
Education
State University of New York College at Geneseo 1979 — 1983
BA, Communications
Northwestern Mutual October 2010 - Present
Financial Architects October 2004 - October 2010
The MONY Group 2000 - 2004
Morgan Stanley 1997 - 2000
Education
State University of New York College at Geneseo 1979 — 1983
BA, Communications
Dave Stoudt's The MONY Group Experience 1985 - 2005
Job Systems Manager, North America Client Office at AXA Tech
Industry Information Technology and Services
Tom Wolcott's The MONY Group Experience October 1981 - February 1984
Job Exxon Mobil Human Resources
Industry Oil & Energy
Experience
ExxonMobil March 1990 - Present
Energy Capital Credit Union (ECCU) January 2008 - January 2011
PepsiCo March 1988 - March 1990
John Hancock Financial Services March 1984 - March 1988
The MONY Group October 1981 - February 1984
Education
Rollins College 1977 — 1981
Bachelor of Arts (BA), Business Administration
ExxonMobil March 1990 - Present
Energy Capital Credit Union (ECCU) January 2008 - January 2011
PepsiCo March 1988 - March 1990
John Hancock Financial Services March 1984 - March 1988
The MONY Group October 1981 - February 1984
Education
Rollins College 1977 — 1981
Bachelor of Arts (BA), Business Administration
Jay Beck's The MONY Group Experience January 1985 - December 2004
Job Manager Document Management Services at Protective Life
Industry Insurance
Experience
Protective Life October 2013 - Present
AXA Equitable January 2005 - October 2013
The MONY Group January 1985 - December 2004
Good Hope Youth Home January 1998 - April 2002
Skills
Management, Records Management, Access, Customer Service, Customer Satisfaction, Outlook, Software Documentation
Education
Tompkins Cortland Community College
Associate in Applied Science(A.A.S.), Human Services
Protective Life October 2013 - Present
AXA Equitable January 2005 - October 2013
The MONY Group January 1985 - December 2004
Good Hope Youth Home January 1998 - April 2002
Skills
Management, Records Management, Access, Customer Service, Customer Satisfaction, Outlook, Software Documentation
Education
Tompkins Cortland Community College
Associate in Applied Science(A.A.S.), Human Services
Deborah Halpern's The MONY Group Experience January 2004 - June 2005
Job Office Manager at Penn Mutual
Industry Financial Services
Experience
Penn Mutual Office ManagerAXA Advisors, Wellesley, MAJune 2005 - August 2007
The MONY Group January 2004 - June 2005
Allmerica Financial April 1985 - December 2003
Education
University of Massachusetts, Amherst 1975 — 1979
BA, Economics
Penn Mutual Office ManagerAXA Advisors, Wellesley, MAJune 2005 - August 2007
The MONY Group January 2004 - June 2005
Allmerica Financial April 1985 - December 2003
Education
University of Massachusetts, Amherst 1975 — 1979
BA, Economics
Adam Schwartz, CFP®'s The MONY Group Experience 1992 - 1993
Job
Industry Investment Management
Experience
AssetMark, Inc. 2004 - Present
John Hancock (Manulife) 2003 - 2004
AMIC Distribution Partners 2002 - 2003
Janus Capital Group 1999 - 2002
Bank One 1995 - 1999
Stein, Roe & Farnham 1993 - 1995
The MONY Group 1992 - 1993
Education
University of Illinois at Urbana-Champaign 1988 — 1991
BA, Political Science, Minors International and Middle East Studies
Tel Aviv University
Overseas Program
AssetMark, Inc. 2004 - Present
John Hancock (Manulife) 2003 - 2004
AMIC Distribution Partners 2002 - 2003
Janus Capital Group 1999 - 2002
Bank One 1995 - 1999
Stein, Roe & Farnham 1993 - 1995
The MONY Group 1992 - 1993
Education
University of Illinois at Urbana-Champaign 1988 — 1991
BA, Political Science, Minors International and Middle East Studies
Tel Aviv University
Overseas Program
Alan Gilmore's The MONY Group Experience January 2001 - December 2001
Job Account Representative at Paychex
Industry Human Resources
Experience
Paychex March 2014 - Present
Ricoh USA April 2013 - March 2014
Ricoh Business Solutions April 2012 - March 2014
Associated Transport July 2010 - March 2012
Bay Camera Company February 2002 - April 2009
The MONY Group January 2001 - December 2001
Skills
Sales Management, Account Management, Leadership, Recruiting, Business Development, Team Building, Lead Generation, CRM, Cold Calling, New Business Development, Microsoft Excel, Sales, Time Management, Management, Strategic Partnerships, Goal Oriented, Forecasting, Business Planning, Customer Service, Strategic Planning, Customer Satisfaction, Marketing, Customer Retention, Microsoft Office, Marketing Strategy, Financial Reporting, Advertising, Networking, Selling, Negotiation
Education
The University of Georgia
Bachelor of Arts, Economics
Paychex March 2014 - Present
Ricoh USA April 2013 - March 2014
Ricoh Business Solutions April 2012 - March 2014
Associated Transport July 2010 - March 2012
Bay Camera Company February 2002 - April 2009
The MONY Group January 2001 - December 2001
Skills
Sales Management, Account Management, Leadership, Recruiting, Business Development, Team Building, Lead Generation, CRM, Cold Calling, New Business Development, Microsoft Excel, Sales, Time Management, Management, Strategic Partnerships, Goal Oriented, Forecasting, Business Planning, Customer Service, Strategic Planning, Customer Satisfaction, Marketing, Customer Retention, Microsoft Office, Marketing Strategy, Financial Reporting, Advertising, Networking, Selling, Negotiation
Education
The University of Georgia
Bachelor of Arts, Economics
Dan Neville's The MONY Group Experience February 2003 - January 2005
Job Financial Advisor Bankers/ProEquities
Industry Financial Services
Experience
Pioneer Investments April 2005 - Present
The MONY Group February 2003 - January 2005
Skills
Mutual Funds, Retirement Planning, Asset Managment, Wealth Management, Equities, Investments, Portfolio Management, Series 63, Strategic Financial..., Series 6, Series 7, Fixed Annuities, Financial Services, Securities, Fixed Income
Education
Saint Michael's College 1999 — 2003
Business, Business, Finance, Accounting
Pioneer Investments April 2005 - Present
The MONY Group February 2003 - January 2005
Skills
Mutual Funds, Retirement Planning, Asset Managment, Wealth Management, Equities, Investments, Portfolio Management, Series 63, Strategic Financial..., Series 6, Series 7, Fixed Annuities, Financial Services, Securities, Fixed Income
Education
Saint Michael's College 1999 — 2003
Business, Business, Finance, Accounting
W. Brent Ohl CLU, ChFC,'s The MONY Group Experience June 1976 - June 1988
Job President at Coordinated Capital Consultants, Ltd.
Industry Financial Services
Experience
Coordinated Capital Consultants, Ltd. June 1983 - Present
Axios Advisory Group June 1998 - March 2012
The MONY Group June 1976 - June 1988
MetLife May 1970 - June 1976
Skills
Retirement Planning, Business Planning, Succession Planning, Asset Management, Wealth Transfer Planning, Life Insurance, Health Insurance, Employee Benefits
Education
The American College 1978 — 1983
Charter Life Underwriter/Charter Financial Consultant, Life insurance/Investments
Slippery Rock University of Pennsylvania 1967 — 1971
BS, Education
Coordinated Capital Consultants, Ltd. June 1983 - Present
Axios Advisory Group June 1998 - March 2012
The MONY Group June 1976 - June 1988
MetLife May 1970 - June 1976
Skills
Retirement Planning, Business Planning, Succession Planning, Asset Management, Wealth Transfer Planning, Life Insurance, Health Insurance, Employee Benefits
Education
The American College 1978 — 1983
Charter Life Underwriter/Charter Financial Consultant, Life insurance/Investments
Slippery Rock University of Pennsylvania 1967 — 1971
BS, Education
Wendy Wong-Tsang's The MONY Group Experience 1997 - 1999
Job Compliance Officer at Caxton Associates LP
Industry Financial Services
Experience
Caxton Associates LP September 2011 - Present
Perella Weinberg Partners January 2011 - September 2011
Nomura Asset Management 2006 - January 2011
Goldman Sachs 2003 - 2006
Citigroup 2002 - 2003
Citigroup Asset Management 2000 - 2002
The MONY Group 1997 - 1999
Education
Saint Peter's University 1999 — 2002
MBA, Management Information Systems
Stony Brook University 1992 — 1996
BA, Economics
Caxton Associates LP September 2011 - Present
Perella Weinberg Partners January 2011 - September 2011
Nomura Asset Management 2006 - January 2011
Goldman Sachs 2003 - 2006
Citigroup 2002 - 2003
Citigroup Asset Management 2000 - 2002
The MONY Group 1997 - 1999
Education
Saint Peter's University 1999 — 2002
MBA, Management Information Systems
Stony Brook University 1992 — 1996
BA, Economics
Art Fanroth's The MONY Group Experience 1992 - 2002
Job Human Resources Consultant
Industry Health, Wellness and Fitness
Experience
Independent Human Resources Consultant January 2003 - Present
New York Blood Center April 2008 - March 2013
ClassLink 2005 - 2006
Atkins Nutritionals, Inc. 2003 - 2005
New York City Economic Development Corporation 2002 - 2003
The MONY Group 1992 - 2002
Moody's Corporation December 1984 - February 1992
Skills
Talent Acquisition, Career Development, Employee Relations, Onboarding, Applicant Tracking..., Succession Planning, Talent Management, Leadership Development, HRIS, Recruiting, Deferred Compensation, Human Resources, Benefits Administration, Employee Benefits, Performance Management, Personnel Management, Organizational..., Policy, HR Consulting, New Hire Orientations, Workforce Planning, Employee Engagement, Job Descriptions, HR Policies, Interviews, Management, Labor Relations, Temporary Placement, Strategy, College Recruiting, Employment Law, Organizational Design, Employee Training, FMLA, Career Counseling, Resume Writing, Conflict Resolution, Hiring, PeopleSoft, Employer Branding, Technical Recruiting, Organizational..., Training, Executive Search, Internet Recruiting, Executive Coaching, Staffing Services, Coaching, Sourcing, Benefits Negotiation
Education
Cornell University School of Industrial Labor Relations
MSILR, Collective Bargaining
Syracuse University - Maxwell School of Citizenship and Public Affairs
BA, Political Science and Sociology
Independent Human Resources Consultant January 2003 - Present
New York Blood Center April 2008 - March 2013
ClassLink 2005 - 2006
Atkins Nutritionals, Inc. 2003 - 2005
New York City Economic Development Corporation 2002 - 2003
The MONY Group 1992 - 2002
Moody's Corporation December 1984 - February 1992
Skills
Talent Acquisition, Career Development, Employee Relations, Onboarding, Applicant Tracking..., Succession Planning, Talent Management, Leadership Development, HRIS, Recruiting, Deferred Compensation, Human Resources, Benefits Administration, Employee Benefits, Performance Management, Personnel Management, Organizational..., Policy, HR Consulting, New Hire Orientations, Workforce Planning, Employee Engagement, Job Descriptions, HR Policies, Interviews, Management, Labor Relations, Temporary Placement, Strategy, College Recruiting, Employment Law, Organizational Design, Employee Training, FMLA, Career Counseling, Resume Writing, Conflict Resolution, Hiring, PeopleSoft, Employer Branding, Technical Recruiting, Organizational..., Training, Executive Search, Internet Recruiting, Executive Coaching, Staffing Services, Coaching, Sourcing, Benefits Negotiation
Education
Cornell University School of Industrial Labor Relations
MSILR, Collective Bargaining
Syracuse University - Maxwell School of Citizenship and Public Affairs
BA, Political Science and Sociology
NESETA PERRAULT's The MONY Group Experience June 2000 - July 2004
Job Administrative Assistant: AZURE ASSET MANAGEMENT LLC
Industry Financial Services
Experience
AZURE ASSET MANAGEMENT LLC January 2010 - Present
AXA Equitable July 2004 - January 2009
The MONY Group June 2000 - July 2004
Skills
Investments, Insurance, Public Speaking, Customer Service, Wealth Management, Marketing Strategy, Time Management, Financial Services, Series 7, Training, Event Management, Fixed Annuities, Life Insurance, Mutual Funds, Series 63, 401k, Microsoft Word
Education
SUNY Empire State College
AZURE ASSET MANAGEMENT LLC January 2010 - Present
AXA Equitable July 2004 - January 2009
The MONY Group June 2000 - July 2004
Skills
Investments, Insurance, Public Speaking, Customer Service, Wealth Management, Marketing Strategy, Time Management, Financial Services, Series 7, Training, Event Management, Fixed Annuities, Life Insurance, Mutual Funds, Series 63, 401k, Microsoft Word
Education
SUNY Empire State College
Peter McGlinchy's The MONY Group Experience 2001 - 2004
Job Retired on Lake Champlain
Industry Insurance
Experience
Aviva Life Insurance January 2008 - June 2014
Aviva Life Insurance Company January 2008 - August 2010
MetLife 2004 - 2008
The MONY Group 2001 - 2004
The MONY Group 1996 - 2001
Education
Rider University 1961 — 1965
Bachelor of Science, Accounting
Holy Cross High School 1957 — 1961
Aviva Life Insurance January 2008 - June 2014
Aviva Life Insurance Company January 2008 - August 2010
MetLife 2004 - 2008
The MONY Group 2001 - 2004
The MONY Group 1996 - 2001
Education
Rider University 1961 — 1965
Bachelor of Science, Accounting
Holy Cross High School 1957 — 1961
Mark McClanahan CFP®'s The MONY Group Experience 1983 - 1996
Job Managing Director at Robertson, Griege & Thoele
Industry Financial Services
Experience
Robertson, Griege & Thoele Fee - only Independent Wealth Management Firm July 2008 - Present
Baker Financial Services January 1997 - July 2008
The MONY Group 1983 - 1996
Skills
Mergers, Family Office, Retirement, Estate Planning, Retirement Planning, Strategic Financial..., Financial Planners, Wealth Management, Asset Managment, Investments, Investment Advisory, Investment Management
Education
University of Kansas 1978 — 1982
Robertson, Griege & Thoele Fee - only Independent Wealth Management Firm July 2008 - Present
Baker Financial Services January 1997 - July 2008
The MONY Group 1983 - 1996
Skills
Mergers, Family Office, Retirement, Estate Planning, Retirement Planning, Strategic Financial..., Financial Planners, Wealth Management, Asset Managment, Investments, Investment Advisory, Investment Management
Education
University of Kansas 1978 — 1982
David Bernaus, CLU, ChFC's The MONY Group Experience August 2002 - January 2005
Job Managing Principal at Highland Capital Brokerage
Industry Insurance
Experience
Highland Capital Brokerage January 2014 - Present
Nationwide Financial February 2010 - December 2013
AXA Equitable January 2008 - January 2010
Innovative Underwriters November 2006 - December 2007
AIG January 2005 - November 2006
The MONY Group August 2002 - January 2005
Manulife Financial September 1988 - January 2002
Education
Queen's University 1984 — 1988
Bachelor of Commerce, Finance and Marketing
The American College
CLU, ChFC
Highland Capital Brokerage January 2014 - Present
Nationwide Financial February 2010 - December 2013
AXA Equitable January 2008 - January 2010
Innovative Underwriters November 2006 - December 2007
AIG January 2005 - November 2006
The MONY Group August 2002 - January 2005
Manulife Financial September 1988 - January 2002
Education
Queen's University 1984 — 1988
Bachelor of Commerce, Finance and Marketing
The American College
CLU, ChFC
Lisa Ying's The MONY Group Experience 2001 - 2003
Job CoOwner / CFO at The Globe Gallerie Showroom
Industry Wholesale
Experience
The Globe Gallerie Showroom April 2015 - Present
Tryb 212 May 2014 - Present
The Globe Showroom May 2005 - Present
O Marche Showroom May 2003 - Present
The MONY Group 2001 - 2003
The MONY Group 1999 - 2001
Skills
Wholesale, Marketing Strategy, Strategic Planning, Marketing, Budgets, Microsoft Excel, New Business Development, Microsoft Office, Negotiation, Sales Management, Customer Service, Asset Allocation, Microsoft Word, Sales, Business Planning, Apparel, Fashion, Merchandising, Retail
Education
City University of New York-Queens College 1992 — 1996
Bachelor of Arts (B.A.), Economics
Townsend Harris H.S. 1988 — 1992
The Globe Gallerie Showroom April 2015 - Present
Tryb 212 May 2014 - Present
The Globe Showroom May 2005 - Present
O Marche Showroom May 2003 - Present
The MONY Group 2001 - 2003
The MONY Group 1999 - 2001
Skills
Wholesale, Marketing Strategy, Strategic Planning, Marketing, Budgets, Microsoft Excel, New Business Development, Microsoft Office, Negotiation, Sales Management, Customer Service, Asset Allocation, Microsoft Word, Sales, Business Planning, Apparel, Fashion, Merchandising, Retail
Education
City University of New York-Queens College 1992 — 1996
Bachelor of Arts (B.A.), Economics
Townsend Harris H.S. 1988 — 1992
Sandra Trimble-Sampson's The MONY Group Experience 1982 - 1993
Job National Director, Special Events at UNCF
Industry Fund-Raising
Experience
United Negro College Fund 1995 - Present
LISC 1993 - 1994
The MONY Group 1982 - 1993
Skills
Marketing Communications, Promotions, Production, Social Media Marketing, Fundraising, Social Media, Public Speaking, Event Management, Public Relations, Strategic Planning, Event Planning, Media Relations
Education
New York University - Leonard N. Stern School of Business
MBA, Finance, Marketing
Spelman College
BA, Psychology, Business
United Negro College Fund 1995 - Present
LISC 1993 - 1994
The MONY Group 1982 - 1993
Skills
Marketing Communications, Promotions, Production, Social Media Marketing, Fundraising, Social Media, Public Speaking, Event Management, Public Relations, Strategic Planning, Event Planning, Media Relations
Education
New York University - Leonard N. Stern School of Business
MBA, Finance, Marketing
Spelman College
BA, Psychology, Business
Robert Burbank, PMP, FCP, FLMI's The MONY Group Experience 1977 - 1992
Job Director of Business Systems at Universal American at Total Care, A Today's Option of New York Plan
Industry Hospital & Health Care
Experience
Universal American at Total Care, A Today's Option of New York Plan December 2014 - Present
Loretto March 2008 - December 2014
RGB Associates 2004 - 2009
Peopleswarehouse 2004 - 2009
Excellus BCBS 2001 - 2004
Health Services Medical Corp 1998 - 2002
The MONY Group 1977 - 1992
The MONY Group 1977 - 1992
Skills
Healthcare Information..., Process Improvement, Project Management, Management, Business Analysis, Strategic Planning, Operations Management, Healthcare, Healthcare Management, EMR, Training, Program Management, Disaster Recovery, Leadership, SDLC, Change Management
Education
State University of New York Empire State College 1995 — 2003
B.S., Management
Universal American at Total Care, A Today's Option of New York Plan December 2014 - Present
Loretto March 2008 - December 2014
RGB Associates 2004 - 2009
Peopleswarehouse 2004 - 2009
Excellus BCBS 2001 - 2004
Health Services Medical Corp 1998 - 2002
The MONY Group 1977 - 1992
The MONY Group 1977 - 1992
Skills
Healthcare Information..., Process Improvement, Project Management, Management, Business Analysis, Strategic Planning, Operations Management, Healthcare, Healthcare Management, EMR, Training, Program Management, Disaster Recovery, Leadership, SDLC, Change Management
Education
State University of New York Empire State College 1995 — 2003
B.S., Management
Anne Bernstein's The MONY Group Experience 1994 - 1999
Job Senior Director of Development at Hadassah
Industry Investment Management
Experience
Hadassah April 2014 - Present
Development Corporation for Israel 2005 - Present
State of Israel Bonds April 2005 - April 2014
Broad Based Marketing 2001 - 2005
Roper/ASW 1999 - 2001
The MONY Group 1994 - 1999
Skills
Certified Financial...
Education
College of Financial Planning 1993 — 1995
Certified Financial Planner
Queen's College
BA, Psychology
University of Maryland College Park
Hadassah April 2014 - Present
Development Corporation for Israel 2005 - Present
State of Israel Bonds April 2005 - April 2014
Broad Based Marketing 2001 - 2005
Roper/ASW 1999 - 2001
The MONY Group 1994 - 1999
Skills
Certified Financial...
Education
College of Financial Planning 1993 — 1995
Certified Financial Planner
Queen's College
BA, Psychology
University of Maryland College Park
doug capstraw's The MONY Group Experience October 1985 - October 1999
Job underwriter at AXA Equitable
Industry Financial Services
Experience
AXA Equitable April 2007 - Present
Utica National Insurance Group January 2000 - April 2007
The MONY Group October 1985 - October 1999
Skills
Insurance, Underwriting, Risk Management, Financial Analysis, Financial Risk, Mortgage Lending, Investments, Credit, Fixed Annuities, Portfolio Management, Retirement Planning, Banking, Mutual Funds, Loans
Education
Syracuse University 1977 — 1981
Bachelor of Science (B.S.)
State University of New York at Buffalo 1976 — 1977
AXA Equitable April 2007 - Present
Utica National Insurance Group January 2000 - April 2007
The MONY Group October 1985 - October 1999
Skills
Insurance, Underwriting, Risk Management, Financial Analysis, Financial Risk, Mortgage Lending, Investments, Credit, Fixed Annuities, Portfolio Management, Retirement Planning, Banking, Mutual Funds, Loans
Education
Syracuse University 1977 — 1981
Bachelor of Science (B.S.)
State University of New York at Buffalo 1976 — 1977
Cecilia Neuhaus Tudela's The MONY Group Experience December 1997 - March 2000
Job Financial Advisor
Industry Banking
Experience
UBS AG, Miami Branch July 2012 - Present
BNP Paribas September 2004 - June 2012
Sudameris Miami August 2001 - August 2004
The MONY Group December 1997 - March 2000
Skills
Banking, Private Banking, Portfolio Management, Investments, Financial Risk, Financial Analysis, Operational Risk, Business Strategy, Strategic Planning, Spanish, English, Business Planning, Business Development, Marketing Strategy, Negotiation, Corporate Communications, Customer Service, Microsoft Excel, Project Management, Microsoft Office, Análisis financiero, Banca privada, Estrategia de...
Education
Universidad de Lima 1977 — 1982
Bachiller, Mass Communication/Media Studies
UBS AG, Miami Branch July 2012 - Present
BNP Paribas September 2004 - June 2012
Sudameris Miami August 2001 - August 2004
The MONY Group December 1997 - March 2000
Skills
Banking, Private Banking, Portfolio Management, Investments, Financial Risk, Financial Analysis, Operational Risk, Business Strategy, Strategic Planning, Spanish, English, Business Planning, Business Development, Marketing Strategy, Negotiation, Corporate Communications, Customer Service, Microsoft Excel, Project Management, Microsoft Office, Análisis financiero, Banca privada, Estrategia de...
Education
Universidad de Lima 1977 — 1982
Bachiller, Mass Communication/Media Studies
Carin Phelan's The MONY Group Experience 2001 - 2004
Job Vice President at American General Life Companies
Industry Insurance
Experience
AIG Life and Retirement 2007 - August 2013
The MONY Group 2001 - 2004
AIG 1998 - 2001
MetLife January 1996 - December 1997
Cigna 1989 - 1996
Skills
Life Insurance, Insurance, Fixed Annuities, Series 6, Retirement, Disability Insurance, Term Life Insurance, Series 63, Underwriting, Mutual Funds, Retirement Planning, Whole Life
Education
The University of Connecticut School of Business 1985 — 1987
MBA
Trinity College-Hartford 1982 — 1985
BA, Economics
AIG Life and Retirement 2007 - August 2013
The MONY Group 2001 - 2004
AIG 1998 - 2001
MetLife January 1996 - December 1997
Cigna 1989 - 1996
Skills
Life Insurance, Insurance, Fixed Annuities, Series 6, Retirement, Disability Insurance, Term Life Insurance, Series 63, Underwriting, Mutual Funds, Retirement Planning, Whole Life
Education
The University of Connecticut School of Business 1985 — 1987
MBA
Trinity College-Hartford 1982 — 1985
BA, Economics
Matthew J Bogusz's The MONY Group Experience 1986 - 2001
Job Project Manager at The Fennimore Group
Industry Financial Services
Experience
The Fennimore Group June 2010 - Present
Boy Scouts of America, Troop 22 August 2005 - Present
Aetna 2007 - 2010
Humana 2005 - 2007
AXA Advisors 2001 - 2005
The MONY Group 1986 - 2001
Mutual Life Insurance Company of New York 1981 - 1986
Education
Maine South High School
Southern Illinois University, Carbondale
BS, Business & Management
The American College
ChFC, CLU, Financial Services & Insurance
The Fennimore Group June 2010 - Present
Boy Scouts of America, Troop 22 August 2005 - Present
Aetna 2007 - 2010
Humana 2005 - 2007
AXA Advisors 2001 - 2005
The MONY Group 1986 - 2001
Mutual Life Insurance Company of New York 1981 - 1986
Education
Maine South High School
Southern Illinois University, Carbondale
BS, Business & Management
The American College
ChFC, CLU, Financial Services & Insurance
Bob Sansone's The MONY Group Experience June 1971 - September 2004
Job CEO iTrust Advisors LLC
Industry Financial Services
Experience
iTrust Advisors LLC January 2010 - Present
AXA Advisors 2004 - 2009
The MONY Group June 1971 - September 2004
Education
St. John Fisher College
Bachelor’s Degree, Political Science and Government
iTrust Advisors LLC January 2010 - Present
AXA Advisors 2004 - 2009
The MONY Group June 1971 - September 2004
Education
St. John Fisher College
Bachelor’s Degree, Political Science and Government
Greg Van Slyke's The MONY Group Experience August 1987 - November 1989
Job Managing Member at Lake Street Advisors, LLC
Industry Financial Services
Experience
Lake Street Advisors, LLC February 2003 - Present
Ballentine, Finn & Co. August 1997 - January 2003
Aetna November 1989 - December 1996
The MONY Group August 1987 - November 1989
Aetna October 1984 - August 1987
Education
State University of New York College at Potsdam 1980 — 1984
M.A., B.A., Mathematics
Lake Street Advisors, LLC February 2003 - Present
Ballentine, Finn & Co. August 1997 - January 2003
Aetna November 1989 - December 1996
The MONY Group August 1987 - November 1989
Aetna October 1984 - August 1987
Education
State University of New York College at Potsdam 1980 — 1984
M.A., B.A., Mathematics
Donald Beck's The MONY Group Experience October 2001 - January 2002
Job COO at Express Homes, Inc
Industry Construction
Experience
Express Homes, Inc. April 2014 - Present
Icon Legacy Custom Modular Homes September 2012 - March 2014
ProBuilt Homes January 2012 - September 2012
Haven Custom Homes August 2011 - January 2012
Icon Legacy Custom Modular Homes December 2010 - August 2011
ProBuilt Homes June 2006 - December 2010
Alexander Cadillac/Pontiac/GMC June 2004 - May 2005
Ritz-Craft Homes February 2002 - May 2004
The MONY Group October 2001 - January 2002
Vanguard September 1996 - September 2001
Skills
Construction, Contractors, Green Building, Residential Homes, Contract Negotiation, Sales Management, Construction Management, New Business Development, Purchasing, Customer Service, Strategic Planning, Budgets, Microsoft Excel, Microsoft Office, Team Building, Process Scheduler, Building Materials, Contract Management, Selling, Sales, Management
Education
Temple University 1993 — 1996
Bachelor's degree, Film/Cinema/Video Studies
Express Homes, Inc. April 2014 - Present
Icon Legacy Custom Modular Homes September 2012 - March 2014
ProBuilt Homes January 2012 - September 2012
Haven Custom Homes August 2011 - January 2012
Icon Legacy Custom Modular Homes December 2010 - August 2011
ProBuilt Homes June 2006 - December 2010
Alexander Cadillac/Pontiac/GMC June 2004 - May 2005
Ritz-Craft Homes February 2002 - May 2004
The MONY Group October 2001 - January 2002
Vanguard September 1996 - September 2001
Skills
Construction, Contractors, Green Building, Residential Homes, Contract Negotiation, Sales Management, Construction Management, New Business Development, Purchasing, Customer Service, Strategic Planning, Budgets, Microsoft Excel, Microsoft Office, Team Building, Process Scheduler, Building Materials, Contract Management, Selling, Sales, Management
Education
Temple University 1993 — 1996
Bachelor's degree, Film/Cinema/Video Studies
Nancy (Marianowski-Seifritz) Pawlikowski's The MONY Group Experience July 2003 - December 2003
Job Resource Manager Information Technology at AXA Equitable
Industry Financial Services
Experience
AXA February 2008 - Present
AXA Tech February 2006 - January 2008
AXA Tech January 2004 - January 2006
The MONY Group July 2003 - December 2003
United Technologies June 1992 - June 2003
Skills
Talent Acquisition, Talent Management, Applicant Tracking..., Vendor Management, Onboarding
Education
Purdue University 1986 — 1990
Bachelor of Science (BS), Finance, General
Marian Catholic HS
AXA February 2008 - Present
AXA Tech February 2006 - January 2008
AXA Tech January 2004 - January 2006
The MONY Group July 2003 - December 2003
United Technologies June 1992 - June 2003
Skills
Talent Acquisition, Talent Management, Applicant Tracking..., Vendor Management, Onboarding
Education
Purdue University 1986 — 1990
Bachelor of Science (BS), Finance, General
Marian Catholic HS
hilary kozarowicz's The MONY Group Experience September 2003 - August 2005
Job Director of Administration
Industry Financial Services
Experience
Hedge Fund November 2010 - Present
AXA Equitable October 2007 - November 2010
AXA Equitable August 2005 - October 2007
The MONY Group September 2003 - August 2005
American Airlines June 2001 - August 2003
Education
Tulane University - A.B. Freeman School of Business
BS, Accounting and Finance
Hedge Fund November 2010 - Present
AXA Equitable October 2007 - November 2010
AXA Equitable August 2005 - October 2007
The MONY Group September 2003 - August 2005
American Airlines June 2001 - August 2003
Education
Tulane University - A.B. Freeman School of Business
BS, Accounting and Finance
Sandeep Raj Harjani's The MONY Group Experience December 2003 - May 2004
Job Director, IT at Infojini Inc
Industry Information Technology and Services
Experience
Infojini Inc November 2007 - Present
Constellation Energy June 2004 - September 2006
The MONY Group December 2003 - May 2004
Education
Syracuse University 2002 — 2004
Master of Science (MS), Computer Science
TSEC
Bachelor of Engineering (BE), Computer Science
Infojini Inc November 2007 - Present
Constellation Energy June 2004 - September 2006
The MONY Group December 2003 - May 2004
Education
Syracuse University 2002 — 2004
Master of Science (MS), Computer Science
TSEC
Bachelor of Engineering (BE), Computer Science
Joe P. Moore Jr.'s The MONY Group Experience 1998 - 2005
Job Founder and President at Strategic Alliance Financial Advisors Inc. & Financial Advisor at Cetera Advisor Networks LLC
Industry Financial Services
Experience
Cetera Advisor Networks LLC January 2015 - Present
Strategic Alliance, Inc. July 2009 - Present
National Life Group July 2005 - June 2009
The MONY Group 1998 - 2005
Skills
Wealth Management, Retirement, Retirement Planning, Financial Services, Series 7, Investment Strategies, IRAs, Insurance, 401k, Strategic Financial..., Long-term Care, Estate Planning, Wealth, Series 63, Financial Advisory, 401k Rollovers, Public Speaking, Life Insurance, Fixed Annuities, Wealth Accumulation, Investments, Disability Insurance, Mutual Funds, Term Life Insurance, Marketing, Pensions, Investment Advisory, Employee Benefits, Securities, Personal Financial..., Alternative Investments, Small Business, Estate Tax Planning, Whole Life, Variable Annuities, Asset Allocation, FINRA, Underwriting, Financial Planners, Financial Analysis, Permanent Life Insurance, Asset Management, Retirement Plan..., Portfolio Management, Bonds, Roth IRA, Long Term Care Insurance, Asset Protection, Health Insurance, Mortgage Lending
Education
The American College 1983 — 1986
Chartered Life Underwriter/Chartered Financial Consultant, Finance, Insurance, Investments, Income Tax Planning, Estate Planning
Whittier College 1969 — 1973
Bachelor of Arts (B.A.), Psychology, Music, Business
Mayfair High School
Registry of Financial Planning
Registered Financial Consultant, Advanced Financial Planning
Cetera Advisor Networks LLC January 2015 - Present
Strategic Alliance, Inc. July 2009 - Present
National Life Group July 2005 - June 2009
The MONY Group 1998 - 2005
Skills
Wealth Management, Retirement, Retirement Planning, Financial Services, Series 7, Investment Strategies, IRAs, Insurance, 401k, Strategic Financial..., Long-term Care, Estate Planning, Wealth, Series 63, Financial Advisory, 401k Rollovers, Public Speaking, Life Insurance, Fixed Annuities, Wealth Accumulation, Investments, Disability Insurance, Mutual Funds, Term Life Insurance, Marketing, Pensions, Investment Advisory, Employee Benefits, Securities, Personal Financial..., Alternative Investments, Small Business, Estate Tax Planning, Whole Life, Variable Annuities, Asset Allocation, FINRA, Underwriting, Financial Planners, Financial Analysis, Permanent Life Insurance, Asset Management, Retirement Plan..., Portfolio Management, Bonds, Roth IRA, Long Term Care Insurance, Asset Protection, Health Insurance, Mortgage Lending
Education
The American College 1983 — 1986
Chartered Life Underwriter/Chartered Financial Consultant, Finance, Insurance, Investments, Income Tax Planning, Estate Planning
Whittier College 1969 — 1973
Bachelor of Arts (B.A.), Psychology, Music, Business
Mayfair High School
Registry of Financial Planning
Registered Financial Consultant, Advanced Financial Planning
Tom Weyer's The MONY Group Experience 1968 - 1999
Job AVP Global Atlantic Financial Group
Industry Financial Services
Experience
Aviva USA January 2001 - Present
National Life Group January 2011 - May 2011
The MONY Group 1968 - 1999
Education
The American College 1980 — 1983
ChFC, Financial Planning
The American College 1971 — 1974
CLU, Insurance
University of Notre Dame 1964 — 1968
BBA, Finance
Aviva USA January 2001 - Present
National Life Group January 2011 - May 2011
The MONY Group 1968 - 1999
Education
The American College 1980 — 1983
ChFC, Financial Planning
The American College 1971 — 1974
CLU, Insurance
University of Notre Dame 1964 — 1968
BBA, Finance
Howard Timbers's The MONY Group Experience 1985 - 1999
Job Director, Human Resources at The Salvation Army
Industry Nonprofit Organization Management
Experience
The Salvation Army July 2002 - Present
Mutual of New York July 1985 - September 1999
The MONY Group 1985 - 1999
The MONY Group 1985 - 1999
The MONY Group 1985 - 1999
The MONY Group 1985 - 1999
Education
Syracuse University 1994 — 1996
MA, Child and Family Studies
Syracuse University 1976 — 1978
BS, African American Studies & Gernotology
The Salvation Army July 2002 - Present
Mutual of New York July 1985 - September 1999
The MONY Group 1985 - 1999
The MONY Group 1985 - 1999
The MONY Group 1985 - 1999
The MONY Group 1985 - 1999
Education
Syracuse University 1994 — 1996
MA, Child and Family Studies
Syracuse University 1976 — 1978
BS, African American Studies & Gernotology
Bill Bateman's The MONY Group Experience 1997 - 1999
Job Automation Engineer at Novelis Inc
Industry Industrial Automation
Experience
Novelis June 2014 - Present
Anheuser-Busch Baldwinsville August 2007 - June 2014
Honeywell December 2002 - August 2007
Anheuser-Busch June 2000 - November 2000
Retrotech December 1999 - March 2000
The MONY Group 1997 - 1999
Skills
Engineering, Electrical Engineering, Control Logic, PLC Allen Bradley, Electrical Controls, Control Logix, PLC-5, SLC500, Intellution, FactoryLink, VSD, Cognex, HMI Programming, Siemens Step7, Siemens Starter
Education
Rochester Institute of Technology 1997 — 2002
Bachelor of Science, Electrical Engineering
JCB
Novelis June 2014 - Present
Anheuser-Busch Baldwinsville August 2007 - June 2014
Honeywell December 2002 - August 2007
Anheuser-Busch June 2000 - November 2000
Retrotech December 1999 - March 2000
The MONY Group 1997 - 1999
Skills
Engineering, Electrical Engineering, Control Logic, PLC Allen Bradley, Electrical Controls, Control Logix, PLC-5, SLC500, Intellution, FactoryLink, VSD, Cognex, HMI Programming, Siemens Step7, Siemens Starter
Education
Rochester Institute of Technology 1997 — 2002
Bachelor of Science, Electrical Engineering
JCB
Margaret Creamer's The MONY Group Experience August 1998 - April 2010
Job Training leader at MC/PC
Industry Computer Software
Experience
MC/PC Computer and iPad Training January 2010 - Present
Eagle Hill Midle School September 2003 - April 2010
The MONY Group August 1998 - April 2010
Skills
iPad2, Windows, Mac
Education
University College, Syracuse University 1981 — 1982
MBA
St. Lawrence University 1974 — 1978
Bachelor of Science, Biology
MC/PC Computer and iPad Training January 2010 - Present
Eagle Hill Midle School September 2003 - April 2010
The MONY Group August 1998 - April 2010
Skills
iPad2, Windows, Mac
Education
University College, Syracuse University 1981 — 1982
MBA
St. Lawrence University 1974 — 1978
Bachelor of Science, Biology
Marcia Williams Berkowitz's The MONY Group Experience 1984 - 1988
Job
Industry Real Estate
Experience
MAC Property Management June 2006 - Present
RREEF May 2005 - June 2006
Milstein Properties October 1988 - May 2005
The MONY Group 1984 - 1988
Skills
Accounts Payable, Accounts Receivable, Financial Reporting, Property Management, Financial Analysis, Budgets, Account Reconciliation, Microsoft Excel, Microsoft Word, Accruals, Accounting, Microsoft Office, Yardi, Real Estate, QuickBooks, Leases
Education
Syracuse University - Martin J. Whitman School of Management 1982 — 1984
Bachelor of Science (BS), Accounting
Rockland Community College 1980 — 1982
Associate of Science (A.S.), Accounting and Business/Management
MAC Property Management June 2006 - Present
RREEF May 2005 - June 2006
Milstein Properties October 1988 - May 2005
The MONY Group 1984 - 1988
Skills
Accounts Payable, Accounts Receivable, Financial Reporting, Property Management, Financial Analysis, Budgets, Account Reconciliation, Microsoft Excel, Microsoft Word, Accruals, Accounting, Microsoft Office, Yardi, Real Estate, QuickBooks, Leases
Education
Syracuse University - Martin J. Whitman School of Management 1982 — 1984
Bachelor of Science (BS), Accounting
Rockland Community College 1980 — 1982
Associate of Science (A.S.), Accounting and Business/Management
Barbara Breeding's The MONY Group Experience January 1985 - January 1988
Job Staff Administrative Assistant, DW Drilling at Anadarko Petroleum Corporation
Industry Oil & Energy
Experience
Anadarko Petroleum Corporation Administrative AssistantAnadarko PetroleumApril 1997 - Present
Handy & Harman Ltd. (formerly WHX Corporation) January 1989 - August 1991
The Industrial Bank of Japan January 1988 - January 1989
The MONY Group January 1985 - January 1988
Skills
Outlook, Spreadsheets, Microsoft Excel, Petroleum, SAP, Access, Natural Gas, Invoicing, Accounts Payable, Microsoft Word, Supervisory Skills, Records Management, Gas, Process Scheduler, PeopleSoft
Education
University of Phoenix 2012 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
NY Community College at Valhalla 1988 — 1990
Sam Houston State University
Bachelor of Business Administration (BBA)
Anadarko Petroleum Corporation Administrative AssistantAnadarko PetroleumApril 1997 - Present
Handy & Harman Ltd. (formerly WHX Corporation) January 1989 - August 1991
The Industrial Bank of Japan January 1988 - January 1989
The MONY Group January 1985 - January 1988
Skills
Outlook, Spreadsheets, Microsoft Excel, Petroleum, SAP, Access, Natural Gas, Invoicing, Accounts Payable, Microsoft Word, Supervisory Skills, Records Management, Gas, Process Scheduler, PeopleSoft
Education
University of Phoenix 2012 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
NY Community College at Valhalla 1988 — 1990
Sam Houston State University
Bachelor of Business Administration (BBA)
David Dowler's The MONY Group Experience August 1973 - July 1979
Job Principal at Luther King Capital Management
Industry Investment Management
Experience
Luther King Capital Management February 1986 - Present
The Madison Fund August 1979 - December 1985
The MONY Group August 1973 - July 1979
Skills
Investments, Portfolio Management, Asset Management, Financial Analysis, Asset Allocation, Securities
Education
The University of Texas at Austin - Red McCombs School of Business 1971 — 1973
Master of Business Administration (MBA), Finance, General
Washington and Lee University 1965 — 1969
Bachelor's degree, History
Luther King Capital Management February 1986 - Present
The Madison Fund August 1979 - December 1985
The MONY Group August 1973 - July 1979
Skills
Investments, Portfolio Management, Asset Management, Financial Analysis, Asset Allocation, Securities
Education
The University of Texas at Austin - Red McCombs School of Business 1971 — 1973
Master of Business Administration (MBA), Finance, General
Washington and Lee University 1965 — 1969
Bachelor's degree, History
David Hilmi's The MONY Group Experience July 1986 - December 1991
Job
Industry Computer & Network Security
Experience
Ibm poughkeepsie August 1987 - Present
dave's car care December 1999 - Present
hilmi financial services January 1992 - July 1999
The MONY Group July 1986 - December 1991
Skills
Automotive, Insurance, Virtualization, Disaster Recovery, ITIL, Data Center, Cloud Computing, Security, IT Service Management, VMware, Integration, Servers, IT Strategy, Enterprise Architecture, Storage, Windows Server, Active Directory, System Administration, Unix, Solution Architecture, IT Operations, Storage Area Networks, SAN, High Availability, Business Continuity, System Deployment, Cluster
Education
State University of New York at New Paltz 1980 — 1983
Bachelor of Arts (BA), Political Science and Government
rondout valley high school 1977 — 1979
high school, Regents diploma
Ibm poughkeepsie August 1987 - Present
dave's car care December 1999 - Present
hilmi financial services January 1992 - July 1999
The MONY Group July 1986 - December 1991
Skills
Automotive, Insurance, Virtualization, Disaster Recovery, ITIL, Data Center, Cloud Computing, Security, IT Service Management, VMware, Integration, Servers, IT Strategy, Enterprise Architecture, Storage, Windows Server, Active Directory, System Administration, Unix, Solution Architecture, IT Operations, Storage Area Networks, SAN, High Availability, Business Continuity, System Deployment, Cluster
Education
State University of New York at New Paltz 1980 — 1983
Bachelor of Arts (BA), Political Science and Government
rondout valley high school 1977 — 1979
high school, Regents diploma
Jeff Setser's The MONY Group Experience May 2000 - June 2001
Job Portfolio Manager for Huntington Public Capital Corporation, The Huntington National Bank
Industry Banking
Experience
The Huntington National Bank August 2009 - Present
The Elevator Brewery and Draught Haus August 2001 - June 2009
The MONY Group May 2000 - June 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Credit
Education
The Ohio State University 1997 — 2001
Bachelor of Science (B.S.), Financial Planning and Business Finance
The Huntington National Bank August 2009 - Present
The Elevator Brewery and Draught Haus August 2001 - June 2009
The MONY Group May 2000 - June 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Credit
Education
The Ohio State University 1997 — 2001
Bachelor of Science (B.S.), Financial Planning and Business Finance
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO